Short duration high yield bonds proved defensive as Treasury yields surged in 3Q. But the investment case isn’t reliant upon on where rates go next.

Higher rates are testing the most rate-sensitive parts of the economy, but they are also restoring income and creating sharper distinctions between risks worth taking and risks best avoided.

As your surplus grows, how should you adjust your investment approach?

To evaluate is human; to document the process, divine.

Success in small caps increasingly depends on position sizing, as concentrated winners amplify the cost of underexposure.

Stable value funds play a critical role in DC plans, historically providing principal preservation, consistent positive returns, liquidity for benefit payments, and financial confidence for participants.

See the trends in S&P 500 DB pensions

In the increasingly complex landscape, private credit secondary strategies allow investors to achieve exposure to a diversified portfolio.

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

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