Q3 2026 Bond Market Update

Markets are constantly balancing optimism and uncertainty. While headlines often focus on volatility, long-term success comes from understanding the forces driving investment decisions and maintaining a disciplined strategy aligned with your goals. This week on Money Sense, Jamie Williams welcomes Dick Schiller, CFA and Senior Wealth Advisor at Pavlic Investment Advisors, for a discussion on the current investment landscape. Together, they explore the ongoing bull versus bear market debate, the impact of artificial intelligence on corporate earnings and market performance, and what investors should be watching as economic conditions continue to evolve. The conversation also takes a deeper look at fixed income investing, including today's interest rate environment, the role of bonds in a diversified portfolio, and how thoughtful asset allocation can help investors navigate uncertainty. Dick shares insights on corporate bonds, market expectations for interest rates, and why maintaining a long-term perspective remains essential regardless of market conditions. **Episode Highlights:** - **1:48** | Understanding bull and bear markets - **5:29** | The bullish case for today's market - **7:22** | How AI spending is driving earnings growth - **10:25** | Potential risks investors should watch - **14:47** | The current fixed income landscape - **18:12** | Why "higher for longer" interest rates matter - **21:23** | Federal Reserve expectations and market outlook - **23:20** | Cash management and bond ladder strategies - **30:10** | Why corporate bonds remain attractive - **35:19** | Investor discipline during market uncertainty - **38:04** | AI, productivity, and long-term market opportunities **PAVLIC INVESTMENT ADVISORS** Pavlic Investment Advisors is an independent investment management firm providing portfolio management, fixed income expertise, and investment consulting services for individuals, families, institutions, and financial advisors. The firm focuses on disciplined investment strategies, risk management, and customized portfolio solutions designed to help clients pursue their long-term financial goals. Website: pavlic.com **ELLENBECKER INVESTMENT GROUP** Presenter of the MPC Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations. Website: ellenbecker.com *This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies or organizations do not imply endorsement by Ellenbecker Investment Group.*