Jim Lydotes breaks down rising capex projections, how AI token costs are shaping workforce decisions, and why consumer trust is key to the next leg of the AI trade.

Highlights from the week of October 23 – October 29, 2026.

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.

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?