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What's bad for bond investors doesn't have to be bad for stocks.
Goldman Sachs has upgraded global equities to overweight for the next three months, reversing a neutral stance just as third-quarter earnings season begins.
Bond markets are rewriting the rulebook as higher inflation, heavier public debt loads and stickier policy rates collide, and life insurers and annuity providers sit right in that cross‑fire. For investors, that mix can reshape which balance sheets quietly benefit from fatter yields and which struggle with volatility…