Have Rate Hikes Tipped the Scales Toward Value Equities?

Published on October 16, 2026

In the AI-led markets of recent years, companies with distant profit potential have been favored. But higher interest rates could change the equation and create a new advantage for value stocks, whose businesses tend to have more visible cash flows in the shorter term.

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The Edge Comes from Asking Better Questions

October 16, 2026
We agree that the economy has appeared remarkably resilient at the aggregate level, and that modest further rate increases may not put overall growth at risk. But the more important question for portfolios is not the level of inflation; it is its sensitivity to rates.

Trump’s Mineral Stockpile Prepares Up to $1 Billion in Loans

October 16, 2026
Project Vault, the US government-backed critical-minerals stockpile, plans to choose an initial group of more than a dozen American manufacturers that could receive up to $1 billion in loans to help procure key materials.