United States, Intermediary
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Long bonds could become a diversifier once again
Despite a challenging 15 years, long bonds represent a valuation opportunity. Brij Khurana explains why long-term yields may not last, offering asset allocators a reason to rethink the diversification potential of long-maturity bonds.
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5 min
Article
2026-10-02
Article
4 min
Is it time to prepare for stagflation?
Discover why concerns about stagflation are rising, and how asset allocators may be able to hedge the effects on their portfolio.
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4 min
Article
2026-08-28
Article
7 min
Rethinking the Fed’s dual mandate
Is it time for a fresh perspective on the dual mandate? Fixed Income Portfolio Manager Brij Khurana explores the potential benefits of reorienting monetary policy toward maximizing productivity.
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7 min
Article
2026-08-31
Article
4 min
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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4 min
Article
2026-05-31
Article
5 min
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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5 min
Article
2026-04-30
Article
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
What is “the economic cycle,” anyway?
See why the relationship between asset prices and the economic cycle is more complex than you might think, why a US recession is unlikely, and what a more dovish Fed could mean for the US and global markets.
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5 min
Article
2025-10-31
Article
7 min
What the yen carry trade unwind could mean for markets and the Fed
Brij Khurana explains why market participants are likely underestimating how foreign ownership of US assets could constrain the pace and magnitude of the Fed’s cutting cycle.
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7 min
Article
2025-09-30
Article
4 min
Walking a mile in Fed Chair Powell’s shoes
A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.
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4 min
Article
2025-08-31
Article
5 min
Ok, Boomer: How US generational wealth distribution could upend the economy and markets
Fixed Income Portfolio Manager Brij Khurana discusses the implications of US Baby Boomers' wealth concentration in the event of a market decline.
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5 min
Article
2025-06-30
Article
6 min
The Fed’s lessons learned from its COVID response
Fixed Income Portfolio Manager Brij Khurana breaks down the central bank's policy decisions during the pandemic and explains how they continue to affect financial markets.
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6 min
Article
2025-04-30
Article
Is the US economy really that different since COVID?
US economists have been touting the resilience of the post-COVID economic rebound. Brij Khurana dissects several key economic indicators to see what's really changed since 2019.
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Article
2025-03-31
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