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Disruption

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1300497464
Article
6 min
USA Government bonds Institutional Program Opportunistic Fixed Income Large-cap Multi-asset Content CoE Program Global Program 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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
884018786
Outlook EM equity Energy Utilities Health care Macro and market Thematic exposure Factors ESG Disruption
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

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2023-01-27
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