Unlike in 2022, today’s higher rates are more tied to resilient growth than an intensifying inflation shock.

Sponsors and consultants discuss 2026’s big shifts in private fixed income.

Many investors may be less diversified than they think because AI exposure can show up across multiple asset classes, not just technology stocks.

Highlights from the week of October 16 – October 22, 2026.

The midterms may move markets on headlines. Active investors can find opportunity where political perception diverges from company fundamentals.

Hundreds of billions in investment grade bonds now yield more than 7%, and things might stay that way for a while. Here's why.

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...

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

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