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.

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

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.

A home run may grab attention. But for bond investors, the better test is how consistently a manager adds value without taking unnecessary risk.

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

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

Market declines can be unsettling, but not every uncomfortable moment calls for action.

Macro volatility and AI debt issuance headlines have been creating the noise; strong fundamentals and elevated rates have created the returns.

Housing policy may not move home prices quickly, but it could reshape the mechanics that drive mortgage lending, RMBS spreads, cash flows, and relative value.