The U.S. will add more jobs and I expect that will support the view that the Fed will go to 5 percent. There's enough momentum to take bond yields higher.

There's a bit more optimism in terms of the growth outlook beyond the fourth quarter. That's going to support higher yields.

We are suggesting the factory itself will support 1,527 direct and indirect jobs with an annual impact of $51.5 million.

We still expect Treasury yields to move higher. The rise in oil is starting to be a concern once again.

The U.S. economy is doing okay and you have global growth doing fairly well. That's encouraging yields higher. A 5 percent yield in 10-year Treasuries represents fair value.

The strong returns over the quarter added to the good performance of the diversified funds for the previous nine months.