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6 min
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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6 min
Article
2026-02-28
Article
6 min
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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6 min
Article
2026-01-31
Article
5 min
Office to multifamily conversions: Implications for CMBS investors
Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.
5 min
Article
2025-07-31
Article
4 min
Currency interventions — here to stay?
Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.
4 min
Article
2025-06-30
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The real issue on rate cuts? Keep your eyes on the dot (plot)
Keep your eyes on the Fed's 2025 dot plot. The real story is where policy rates are headed, not just the next rate cut.
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