On the surface, stocks have handled rising yields well. The large-cap indexes are holding their ground. But much of that strength traces back to one corner of the market: Technology and AI-related names. Small caps, housing, utilities, and consumer stocks have had a much harder time.

In our October Market Strategy Report, we provide an in-depth look at what the narrower market means for your portfolio. We explain why higher yields may be making bonds more attractive after a difficult stretch, and why the earnings setup heading into Q3 reporting season is more encouraging than many investors expect.

What’s in the report:

  • Why index strength is masking weakness in rate-sensitive stocks
  • Which areas of the market higher rates are hitting hardest
  • Whether higher yields have improved the long-term case for bonds
  • How the role of bonds is changing as inflation stays sticky and stock-bond correlations shift
  • Why Q3 earnings estimates are still climbing, and which sectors beyond Tech and Energy are seeing upward revisions
  • And more…

Take the next step toward your financial goals and request your free copy today.

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