As head of the UK-European fixed income team, Arif Husain is responsible for bringing ideas from the asset manager’s global portfolio into its European investment strategies as well as ensuring the best European ideas are passed to its ex-Europe investment teams. As such, his mandate is both European and global. He tells Credit that the alarm bells for inflation in the developed world are not yet ringing, but that overvaluation in emerging markets is a potential problem.
Where do you see inflatio
The week on Risk.net, July 7-13, 2018Receive this by email