Politics and your portfolio: 2026 midterms
Midterm elections rarely generate the excitement of presidential races, but they often attract significant attention from investors looking for clues about future policy and market direction. Voter turnout is lower, the stock market stalls, and investors may feel like they’re in a holding pattern. So far, however, 2026 is defying those expectations. Generally, the S&P […]
Monthly Market Update – October 2026
AI Valuation Concerns Shake Tech, Not Broader Market U.S. stocks entered October on firm footing, but we believe confidence weakened as investors confronted renewed inflation pressures and growing questions about the sustainability of the AI boom. Semiconductor and AI infrastructure shares came under pressure amid concerns over elevated valuations, Chinese competition, and the cost of […]
Revo Trade Rationale – October 2026
Revo Trade Rationale Twice a month, we evaluate market conditions and portfolio positioning through a disciplined, research-driven process. Our Trade Rationale provides insight into how we’re responding to evolving trends across equities and fixed income—always with a focus on long-term outcomes and risk management. What You’ll Find in This Update A high-level view of how […]