Bonds At 5%: Is The 10-Year Treasury Finally A Buy?

Published on October 13, 2026

With the 10-year Treasury yield at its highest level since 2002, buying bonds at 5% is the first real alternative that stock investors have had in nearly two decades.

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Investors Need Convincing Despite Cooling Jobs and Strong AI Earnings

October 13, 2026
Our Senior Portfolio Manager and Head of Global Sustainable Investing, Kris Nelson, sees markets balancing several competing forces this week, from renewed oil-price volatility to softer labor data and increasingly demanding expectations around AI earnings.

Trade Deficit: Different Strokes

October 13, 2026
Criticism of the AI and data center investment boom often centers on two distinct employment concerns. The first is that broader AI adoption could displace workers across industries as firms increasingly automate certain tasks. The second is that while data center construction generates jobs, these facilities require relatively few permanent employees once operational.