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USA Government bonds Institutional Opportunistic Fixed Income Large-cap Multi-asset Yielding insights Article Artificial intelligence (AI) Information technology 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
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6 min
Article
2026-02-28
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Article
3 min
Asia tech Article Equity Global Industry Research Information technology Institutional Japan
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Japan’s tech sector: Time for a reboot?

Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.

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Yash Patodia
Yash Patodia
Brian Yeong
Brian Yeong
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3 min
Article
2025-09-30
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Quick Take
Fixed income Volatility Inflation Monetary policy Information technology Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Global convertibles: Poised to benefit from five structural tailwinds
Fixed Income Portfolio Manager Michael Barry and Investment Specialist Raina Dunkelberger believe global convertible bonds are likely to outperform other fixed income sectors over an investment time horizon of approximately two to three years. Learn why.
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Michael Barry
Michael Barry
Raina Dunkelberger
Raina Dunkelberger, CFA, CAIA
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Quick Take
2022-07-31
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