When is Duration Worth Owning Again?

Published on October 28, 2026

Higher yields do not automatically make longer-duration bonds attractive, as persistent inflation, resilient growth, and heavy debt issuance could maintain upward pressure on yields in the near term.

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AI’s Unlikely Ally: How Energy Powers the Digital Revolution

October 28, 2026
Geopolitical tensions are already driving demand for energy exposure through rising oil and gas prices. Combining this cyclical strength with long-term AI momentum creates a strong potential for noticeable returns.

Keynes Is Still with Us

October 28, 2026
Keynes’ influence is still very much alive. As one point of evidence, Robert Hall of Stanford University and Michael Woodford of Columbia University, champions of what is now known as “The New Keynesian Theory,” were recognized with this year’s Nobel Prize in Economics.