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Brij Khurana, Fixed Income Portfolio Manager, Wellington

October 01, 2026

With one of the largest repricings in fixed income in decades underway, Brij joins me for a wide-ranging conversation on monetary policy, inflation, the wealth effect and where he sees opportunity across global bond markets.We begin with a provocative question: what if interest rates have become more effective at influencing financial markets than the real economy? Here, Brij argues that the traditional relationship between rates and business investment has weakened considerably. Ultra-low an...

Amanda Lynam, Chief Credit Strategist in Global Investment Research, Goldman Sachs

September 23, 2026

It was a pleasure to welcome Amanda Lynam, Chief Credit Strategist in Global Investment Research at Goldman Sachs, back to the podcast. Nearly three years after our first conversation, much has changed!  With the extraordinary capital expenditure cycle underway in artificial intelligence, there is no shortage of questions about how the corporate credit market will finance it and what the growing supply of debt means for investors. We begin with Amanda’s assessment of the broader cre...

Kimberly Gallant, Global Head of QIS Structuring, CIBC

September 08, 2026

Kimberly Gallant, the Global Head of QIS Structuring at CIBC, has spent nearly two decades working across quantitative investment strategies, derivatives and structuring. Our conversation is a deep dive into the evolution of QIS and the economic rationale behind these increasingly important systematic investment strategies. We begin by exploring the origins of QIS and how ideas from academia, pension funds, commodity markets and bank trading desks ultimately converged into a cross-asset ...