- Investment Director
United States, Intermediary
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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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The Fed’s growing footprint on the market has a cost
Brij Khurana explains what the Federal Reserve's balance sheet expansion may mean for inflation and asset prices.
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2027-02-26
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How to reposition equity portfolios for recurring AI disruption
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2027-03-01
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4 min
Housing affordability directives not a silver bullet
Our Fixed Income Portfolio Managers profile housing affordability directives, examining their modest effects on mortgage rates and institutional buying restrictions.
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2027-02-28
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4 min
Japan biopharma: A global sector priced as domestic
Our biopharma experts discuss the global earnings potential of Japanese companies and highlight the need for a global investment lens.
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2027-02-28
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Warsh as Fed chair: Something for everyone
Macro Strategist Juhi Dhawan shares five key takeaways on Kevin Warsh, President Trump’s nominee to be the next Fed chair, including thoughts on interest rates, deregulation, and the market impact.
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2027-02-28
Article
5 min
JPY intervention: what makes it so important this time?
Fixed Income Portfolio Managers Sam Hogg and Ed Meyi and Investment Director Takashi Nakao explore what’s different about the unconfirmed but likely JPY intervention and why it matters for global investors.
5 min
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2027-02-25
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5 min
Portfolio construction and volatility management in 2026
Multi-Asset Strategist Nanette Abuhoff Jacobson discusses adapting portfolios for 2026, focusing on diversification, hedge funds, and private markets.
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