The AI Soft Landing Scenario

Published on October 30, 2026

After overshooting projections for years, AI capex is slowing down. The shift doesn’t spell the end of the AI trade but a move to a more mature, predictable cycle that favors higher-quality borrowers.

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Year-End Charitable Giving: Understanding the New Tax Rules

October 30, 2026
New charitable deduction rules may affect year-end giving strategies. Bill Cass examines the changes for 2026 and considerations for taxpayers looking to align charitable goals with tax planning.

The Opposite of Narrow Breadth: Yield is Everywhere!

October 30, 2026
Investors may be overlooking one of the most established drivers of long-term wealth creation: dividend yield. In his October insight, Richard Bernstein, Global Head of Macro & Customized Investing, examines the broad availability of dividend opportunities, how income-focused stocks have performed relative to growth stocks, and why dividend yield may help investors balance portfolios increasingly