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?

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