What to Make of Senior Loans? Key Points as Yields Rise

Published on October 8, 2026

Is now the time for senior loans? Shifting yields and rising pressure make the floating rate yield vehicles an intriguing place to watch.

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Remember Why You Buy Bonds

October 8, 2026
There are many reasons to own bonds, but for many investors, one of the most important is principal preservation. Years of saving, investing, and market growth may help build wealth. Bonds can then play a different role, helping preserve that wealth while providing a predictable stream of income and cash flow.

AI is Taking Over the Value Style Too

October 8, 2026
For decades, investors have used growth and value allocations as a foundational block of equity portfolio construction. The distinction has been intuitive and practical. Investors expected growth to provide exposure to faster-growing companies, often with higher valuation multiples and greater sensitivity to earnings expectations.