Beyond the Ballots: What Matters for Markets

Published on November 6, 2026

The votes have been cast. While control of the House and Senate has been decided, now we wait for the final tallies (and celebrate the end of the political ads — at least for another 20 months or so). We’re not political strategists, but policy does move markets, so it’s important to pay attention.

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Investing in American Resilience

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Amid a rapidly changing world, where China’s rise as an industrial powerhouse has nations around the globe on alert, we believe that American reindustrialization will be an important driver of investment returns in the decade ahead. Standard U.S. equity indexes are poorly positioned to capture the benefits of this generational opportunity due to their global, technology-heavy composition.

Midterms Change Congress, Not the Macro Regime

November 6, 2026
The 2026 midterms may have changed Washington, but they haven’t changed the macro regime. Tariffs, geopolitics, and deficits remain key forces for investors.