Credit Quarterly: New Terms

Published on October 12, 2026

Four years after the sea change in interest rates began, the tide hasn’t reversed. The rate hikes of 2022 weren’t just a blip in a multidecade yield compression trend—they initiated a fundamental repricing of capital.

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Why Invest in Defense? The Case for Targeted Exposure

October 12, 2026
Broadly speaking, when advisors and investors consider adding focused industry exposure to a portfolio, there needs to be a strong justification for doing so. Take the AI industry, for example, where sustained buildout has driven many to target key tech players for exposure.

Stop Watching the Market. Start Thinking Like a Business Owner

October 12, 2026
When headlines announce that the stock market has reached an all-time high, investors often wonder whether they should stop buying stocks, sell their holdings, or wait for a correction. But those questions can distract from what matters most: the individual businesses they own and the prices they pay for them.