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Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes

Monday May 29, 2023
Monday May 29, 2023
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.