Higher Yields Won’t Kill the Bull Market—They’ll Separate Cash-Flow Winners From Cheap-Money Losers

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📌 Update: Higher funding costs are a growing risk for financial assets, but higher Treasury yields need not derail equities: the winners will be self-funded, cash-generative companies with pricing power and earnings growth strong enough to offset valuation compression. With TS Lombard arguing 10-year yields should be above 5%, with 5.75% a nearer plateau and 8% a longer-term risk, the focus should shift from cheap-money beneficiaries to businesses that can finance capex internally, defend margins and generate recurring cash flow. Differentiated software, critical semiconductor suppliers, branded healthcare and specialized industrials fit that profile, while AI infrastructure can remain resilient if capital spending converts into real earnings. If yields reflect persistent inflation, fiscal stress or supply shocks, disciplined energy producers, pipeline operators, industrial metals and infrastructure assets offer more direct nominal-price exposure; select insurers, exchanges, asset managers and banks with durable deposit franchises may also benefit

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