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Halftime Report

By CNBC
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Next episode · Thu, Oct 15, 5:20 PM
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At the table this season

NEW Season 1 Oct 14, 2026 · 43 min

Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26

Frank Holland and the Investment Committee debate how rising yields threaten the rally. They reveal their portfolio strategies. Plus, the desk shares their latest portfolio moves. And later, CNBC's Morgan Brennan brings us her interview with Lockheed Martin CEO Jim Taiclet and Under Secretary of Defense for Acquisition and Sustainment Michael Duffey. They discuss the ramp-up in missile production at Lockheed and what it means for the broader market. Investment Committee Disclosures

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