Where Does AI Investment Go After the Election?

Published on November 13, 2026

Artificial intelligence may be the defining market theme of 2026, fueled by enormous investment in the data centers, semiconductors and infrastructure needed to support it. The Democratic wave that emerged from the midterm election could signal a turning point for US AI policy tied to a fundamental shift in the political environment.

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Speed Bumps? How Rate Spikes Shape US Stock Valuations

November 13, 2026
Higher interest rates tend to pressure equity valuations, but the level of yields alone doesn’t tell the whole story. Historical evidence suggests that the speed and scale of rate moves matter more, which helps explain why US stocks have gotten cheaper this year—even as markets have risen.

Hitting Reset: Top Reasons for Market Optimism Post Elections

November 13, 2026
Declines of that size usually accompany a recession. This one arrived while earnings were growing at double digits. In our view, that makes it a reset, not a breakdown. Here are our top reasons for why we are optimistic about equities heading into 2027.