January 2020 Macro Commentary A Decline in the Equity Risk Premium Has Driven Markets HigherFundamentals Still Matter: Prepare for the Risk that the Global Economic Rebound Stalls Read More Sanjay KhindriJanuary 26, 2020
December 2019 Macro Commentary Bond Markets Have Discarded the Prospects of Higher InflationOutlook for Long-Rates Now Biased to the UpsideInvestors Should Look for Cheaper Hedges Read More Sanjay KhindriDecember 9, 2019