The key to fixed income investing right now, according to T. Rowe Price’s Arif Husain is knowing exactly what you’re trying to deliver. For him it is the trio of returns, capital preservation and diversification so listen in to find out how he does so within a global, unconstrained portfolio.
He explains what he sees as the biggest risk to all bond fund managers right now – correlation with equities – as well as the biggest opportunity, all in the name of him providing a balance between being defensive while still generating consistent, positive returns in a low-yielding world.
