A broader toolkit can be the key to realizing extra yield in the mature, shorter-duration world of modern corporate pension plans.

Small caps just got cheaper, energy still looks compelling, and defense stocks haven’t caught up to a wave of major contract wins.

Highlights from the week of August 28 – September 3, 2026.

Growth investing is often defined by outcomes. We believe it is better defined by process. Forward-looking insights, fundamental judgment, and disciplined portfolio construction can help investors pursue growth with a more deliberate approach to risk.

Artificial intelligence is overheating one part of the economy. The Federal Reserve can only cool all of it.

Retirement deferrals often sit outside open enrollment, disconnected from paycheck decisions. For DC specialists, that’s a key sponsor discussion.

Is a home décor boom hiding inside the housing market freeze? Plus data center NIMBYs creating an opening for new winners in the AI trade, and slimming corporate margins.

Lending to real estate investment trusts and similar vehicles allows credit portfolios to achieve diversified commercial real estate exposure.

Macro volatility and AI debt issuance headlines have been creating the noise; strong fundamentals and elevated rates have created the returns.

Are consumers becoming more tolerant of roaches, or simply less tolerant of rising costs (even for pest control)? Plus, hunting for the next leg of AI winners.