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6 min
USA Government bonds Opportunistic Fixed Income Large-cap Multi-asset Yielding insights Article Artificial intelligence (AI) Information technology Institutional EM equity Disruption China
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Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

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Brij Khurana
Brij Khurana
event
6 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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6 min
Elections Fixed income Opportunistic Fixed Income Macro EMEA Yielding insights Article Americas Institutional Geopolitics Fiscal policy China
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What an “America first” foreign policy may mean for markets

Fixed Income Portfolio Manager Brij Khurana explores the potential market impacts of President Trump's "America first" foreign policy. From regional hegemony to global economic dominance to tariffs applied for strategic geopolitical gain, discover how these shifts could affect investors.

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By

Brij Khurana
Brij Khurana
event
6 min
Article
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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