Highlights from the week of October 2 – October 8, 2026.

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

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.

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.

As the market broadens beyond the AI trade, shifting Fed signals and lofty earnings expectations demand more active judgment.

New Fed Chair Kevin Warsh appears ready to give markets fewer signals. That may give the Fed more flexibility, but it also gives every data point more power to move markets.