Recalibrating Rates, Not Tightening Policy

Published on October 5, 2026

The Fed’s latest 25 basis point hike might represent a recalibration rather than tightening. Instead of focusing on the next hike, investors should watch broader financial conditions and the long-term trajectory for interest rates.

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Chips and Frack: How the AI Boom Rhymes with the US Shale Cycle

October 5, 2026
Few investors would naturally put artificial intelligence data centers and US shale oil in the same frame. One is built on advanced semiconductors and software; the other on rock, steel and drilling rigs. But the economic pattern is familiar. A breakthrough changes what is possible, demand outruns supply, attractive profit pools emerge and capital floods in.

A Historic Opportunity in Municipals

October 5, 2026
Recent bond market repricing has pushed municipal yields to levels not seen in decades and improved the potential risk-reward profile for fixed income. Here, we examine why municipals stand out, how supportive credit fundamentals shape the opportunity and why investors may benefit from extending maturities to lock in attractive tax-exempt income.