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4 min
Inflation Yielding insights Capital preservation Article
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Tech Stocks as an Inflation Hedge: Is the Case Weakening?

Fixed Income Portfolio Manager Brij Khurana explores why US tech stocks may be a less attractive hedge against US inflation and currency debasement and how this could favor bonds.

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Brij Khurana
Brij Khurana
event
4 min
Article
2027-09-03
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1096496308
Article
4 min
Monetary policy Yielding insights Economic cycle Americas Fixed income Global Article
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The questions incoming Fed Chair Warsh will need to answer

We examine the key questions that incoming Fed chairman Kevin Warsh may need to confront as monetary policy faces new limits and new risks.

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Brij Khurana
Brij Khurana
event
4 min
Article
2027-06-04
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1138098965
Article
4 min
Market disruptions Asset allocation Yielding insights Equity Fixed income Currency Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why the US dollar’s “crooked smile” could upend asset allocation

Brij Khurana explores the dollar smile theory's impact on asset allocation and foreign investors' strategies amid currency fluctuations.

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By

Brij Khurana
Brij Khurana
event
4 min
Article
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1146605758
Article
5 min
Fiscal policy Market disruptions Yielding insights Equity USA Europe Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Sacrificing stocks on the altar of trade

Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.

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By

Brij Khurana
Brij Khurana
event
5 min
Article
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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