November, 2026
What could the midterm election results mean for the markets, and where are investors finding opportunities in today's fixed income environment?
In this episode of the Cornerstone Private Wealth podcast, Brett Hina and Dan Lesneski welcome special guest JoAnne Bianco, CFA®, Partner and Senior Investment Strategist at BondBloxx Investment Management for a discussion about the market implications of the 2026 midterm elections, the potential impact of divided government, and the evolving bond market.
Drawing on historical market trends and current economic conditions, they explore how investors might think about political uncertainty, interest rates, and portfolio positioning.
In this episode, they discuss:
- Historical stock market performance following midterm elections and periods of divided government
- What the election results and potential political gridlock could mean for investors
- Federal Reserve policy and the changing interest rate environment
- Opportunities and risks across fixed income markets
- Balancing yield, duration, and credit risk
- The potential influence of artificial intelligence on credit markets
- Why specialized fixed income research and expertise matter
Listen for an informative discussion that puts recent headlines into perspective and examines some of the key considerations shaping investment decisions as we approach year-end.
Have questions or topics for future episodes? Cornerstone’s team invites clients and viewers to reach out directly at info@cornerstonepw.com.
