Episode 139: Global Fixed Income and More with Arif Husain, Fixed Income CIO of T. Rowe Price

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Arif Husain, Head of International Fixed Income and CIO at T. Rowe Price, for an in-depth discussion on global fixed income markets. With a card-carrying bond geek in Stewart and Arif's extensive expertise, the conversation explores topics such as U.S. inflation, the Federal Reserve’s interest rate path, and the complexities of global macroeconomic environments. Arif offers insights into the state of fixed income in Europe, Japan, and China, providing guidance on where investors should look for yield while being mindful of volatility and risk.

Arif also shares his views on how rising rates and inverted yield curves are impacting the banking sector and how investors should approach floating rate versus fixed rate allocations in this market. For those seeking income improvement, he highlights emerging markets, securitized credit, and the importance of understanding why yields are available. This episode is packed with actionable insights for insurance investors navigating today’s challenging fixed income environment.

For standard performance and other important information, please click here:  Dynamic Global Bond Strategy Highlight

Returns based on Dynamic Global Bond (USD Hedged) Composite. The Global Unconstrained Bond Strategy/Composite is advertised and marketed under the Dynamic Global Bond Strategy/Composite designation outside of Canada, but should be referred to as the Global Unconstrained Bond Strategy/Composite in Canada.