Q3 2026 Investment & Market Update

Published on October 19, 2026

In this commentary, we look at three themes shaping our thinking: a shift in who is leading the market, the return of income as a meaningful source of return, and an economy that, in our view, is growing steadily rather than heading toward either extreme.

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Why Do Corporate Bonds Look Attractive Now?

October 19, 2026
Corporate bond yields are high, but spreads are low. Low spreads are supported by strong corporate fundamentals, and high yields might help offset potential price declines.

A New Industrial Revolution?

October 19, 2026
Over the last decade, a series of policy decisions in DC support the reindustrialization of the United States. Key policy movers include investments in infrastructure, tax policy that allows significant tax benefits for corporate capital expenditures (capex) and domestic research and development, the CHIPS & Science Act and tariff policies, especially the sector-specific 232 tariffs.