Election noise can distort market signals. Jim Lydotes looks beyond the headlines at consumers, AI infrastructure, and defense demand.

Highlights from the week of October 9 – October 15, 2026.

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.

Rising yields can hurt bond prices now, but they may improve future income. See why your timeline matters.

See the trends in S&P 500 DB pensions

Utilities may be a fat pitch, policy curveballs may miss banks, and markets are differentiating the contenders of AI adoption.

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

Higher yields reflect a resilient economy, not necessarily the start of a punishing tightening cycle. That could be a favorable backdrop for bond investors.