Simeon Hyman says rising Treasury yields largely reflect higher real rates and a resilient economy, with the 10-year potentially becoming a bigger threat to stocks around 5.5% to 6%. He sees opportunities in small caps and investment-grade credit, highlighting ITWO for covered-call income and IGHG for hedged corporate-bond exposure. Hyman also favors dividend-growth stocks as earnings broaden beyond mega-cap tech.
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