BND

The S&P 500 is close to recent highs, driven by energy and AI stocks. The report highlights sector rotation and inflation/Fed risks for the market.

BND is paying more than BSV again, and income-focused investors are already reaching for the extra yield. But the rate risk hiding behind that pickup tells a very different story about who is actually getting the better deal.

Norway’s sovereign wealth fund is shifting its holdings away from U.S. bonds, a move that could affect bond supply and pricing.

The article compares retiring on $500k plus Social Security using high‑yield closed‑end funds versus a 60/40 mutual fund, focusing on safe withdrawal rates.

Structured credit provides exposure to the cash flows powering the modern economy, but unlocking value requires actively navigating market complexity. Read more here.

It points out that the default 401(k) fund chosen at age 25 may not align with long‑term goals and could reduce future returns.

The piece discusses Howard Marks’ warning about the S&P 500’s current valuations and the risk of a prolonged underperformance period.

Forecasts show the Global Market Index’s long‑run total return outlook has risen slightly in August, according to the September 2, 2026 update.