11 Investment Must Reads for This Week (Nov. 10, 2026) Wealth Management Staff Tue, November 10, 2026 at 10:28 AM EST 4 min read ANTH.PVT ^IXIC -1.24% You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
The Argument for Buying Treasury Bonds Is Still Strong "The mirror of the Nasdaq Composite Index's 5.5% decline on Thursday was a classic flight-to-safety rally for Treasurys, pushing down yields to their lowest levels in almost two months. Two-year notes were yielding nearly 5% in late September. Now they are under 4.5%. Ten-year yields got to 5.3%, now they are around a half point lower.The real mistake, though, would be to ignore the diversification opportunity Treasurys still offer." (The Wall Street Journal)
Anthropic Retracted IPO Pricing Terms Sent to Banks, Calling Them Inaccurate "An Anthropic representative emailed bankers a version of the registration paperwork indicating the company intended to offer roughly 866.7 million Class A shares priced between $70 and $80 apiece, according to Reuters. A follow-up email said the pricing figures were incorrect and that the company planned to revise the document at a later date. The second email gave no indication of which details were mistaken, and Reuters could not establish what the mistake was." (Quartz.)
Muni Bonds Face a Variety of Post-Election Possibilities "One of the primary perks of this asset class are some tax exemptions. That makes munis appealing to affluent investors in high-tax states. Muni bond tax exemptions were extended via reconciliation last year. New congressional majorities could put the issue back in the spotlight." (ETF Db)
HFR Reports Mixed Hedge Fund Performance in October "Technology and AI stocks once again stymied hedge funds in October as equity strategies posted a second straight monthly loss, according to data from HFR. The HFRI Fund Weighted Composite (FWC) Index fell 1.4% in October, after a 0.7% decline in September. The HFRI Equity Hedge (Total) Index dropped 2.4%, with declines led by the HFRI EH: Fundamental Growth Index and HFRI EH: Technology Index, down 5.6% and 4.8%, respectively. The tech index had gained 2.1% in September, partly offsetting equity hedge losses that month." (Alternatives Watch)
Bringing Private Markets to DC Plans "'Private markets' may be a useful shorthand term, but it no more describes a single asset class than "public markets" does. The three principal sleeves that plan sponsors are considering adopting are private equity, private credit and private real assets, including real estate and infrastructure — each of which can serve a different role in a DC portfolio." (Pensions & Investments)
Anthropic ETFs: Private Markets, Perpetual Futures and More "As investor interest in Anthropic's upcoming IPO grows, ETFs are finding new ways to offer exposure to private companies through derivatives tied to perpetual futures. Recent regulatory developments could accelerate the use of these instruments across the ETF industry, but they also introduce new risks and complexities. This note explores how ETF issuers are accessing Anthropic including derivatives using perpetual futures pricing and a deeper look at potential benefits of perpetual futures for ETF issuers." (ETF Trends)
Raising the Bar: Why the Growth of Evergreen Structures in Private Credit Is Changing Expectations Around Valuation Methods "How NAV marks are set has become increasingly important to investors because the marks are no longer only fulfilling a reporting role, but directly determining the amount of cash investors receive. Therefore, how managers value assets can have significant impacts on investor confidence, redemptions and fundraising. This played out in real time at the start of 2026." (The Drawdown)
Crypto Industry Braces for Reckoning Over Trump Ties "That victory came despite the sector ploughing nearly $200mn into the midterms through the Fairshake Super Pac — funded by companies including Coinbase, Ripple and Andreessen Horowitz — and a separate Pac supported by stablecoin giant Tether. The donors lost many of the races they backed." (Financial Times)
Corporate Bond ETFs Are Holding More AI Debt. What Investors Should Watch. "As hyperscalers ramp up debt issuance to fund AI infrastructure and data centers, their growing presence in investment-grade corporate bond indexes and ETFs is becoming harder to ignore." (Pensions & Investments)
NYSE to Settle Tokenized Funds on Avalanche Blockchain "The New York Stock Exchange said Monday that it would settle tokenized stocks on its upcoming 24/7 trading platform exclusively using the Avalanche blockchain. The tokenized-securities trading platform, which is targeting a launch in the fourth quarter pending regulatory approval, will use NYSE's existing technology to match trades and Avalanche to settle them instantly." (The Wall Street Journal)
BlackRock Sees Billion in Crypto ETF Conversions. Security Fears Are Driving the Trade. "Large-scale Bitcoin holders are increasingly looking to convert their directly held assets into shares of exchange-traded funds that track the digital currency. In-kind crypto conversions are relatively novel—regulators only granted approval last year, but already which operates the largest Bitcoin ETF, has seen billions of dollars in transaction volume." (Barron's)
