Why Large-Cap Stocks Hold the Edge in a 5% Rate World

Published on November 2, 2026

Large-cap stocks may be better built for 5% Treasury yields than their smaller rivals, according to State Street Investment Management’s quarterly outlook. The 10-year yield climbed 0.81 percentage points last quarter to 5.28%, a near 20-year high.

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Strong But Concentrated Economic Growth

November 2, 2026
The strength of the US economy during the third quarter was hardly a surprise. We expected economic growth of 3.5%, and the first estimate came in only slightly below that at a 3.4% quarter-over-quarter, seasonally adjusted annualized rate. Consumer spending and investment tied to the AI and data center buildout remained the primary drivers of growth.

Avoiding the Index Flip-Flop With a Fundamental Strategy

November 2, 2026
In today’s modern financial landscape, market-capitalization-weighted indices dominate the investment ecosystem with trillions of dollars tracking broad market indices such as the S&P 500 and the Russell 1000. However, a research article by RAFI Indices™, adapted from the CFA Institute Research Foundation series The Active Side of Indexing, exposes flaws within cap-weighted benchmarks.