Investors should be thinking about these 3 topics right now

• Stocks closed lower for the week, but rallied on Friday, with a 90% chance of a Fed rate hike next week. Historically, stocks rose after 5 of the last 7 rate hikes.
• The bond selloff puts the 60/40 portfolio to test, but higher yields (near 5% for 10-year Treasury) make bonds less risky, with opportunities in emerging market and 'fallen angel' bonds.
• Theories about AI's dangers, including bioterrorism and triggering wars, are gaining traction, leading to increased demand for safe haven assets amidst fears of a potential 'AI catastrophe'.

The 'Barron's Roundtable' discusses a mixed market week, with stocks rallying Friday despite firm inflation boosting Fed rate hike odds. Bonds are experiencing a selloff, but higher yields present less risk and opportunities in emerging markets. Concerns about AI's future dangers are also driving demand for safe haven investments.