Monday 19 October 2026
15.00 PM GMT / 16.00 PM CET

The U.S. midterm elections may have meaningful implications for fiscal policy, government spending priorities, and markets. But beyond the headlines, what does the data actually tell us?

Join us for our upcoming webinar with Robert Stein, CFA, Deputy Chief Economist at First Trust Advisors L.P. and former Assistant Secretary for Economic Policy at the U.S. Treasury Department, as he shares his perspective on the economic landscape and explores the potential impacts of the fast-approaching U.S. midterms.

During the webinar, we'll tackle:

• Bob’s assessment of the electoral landscape, and the races that could determine the balance of power in Washington.
• How the midterms may affect tax policy, regulations, fiscal spending, trade tariffs, and international relations – particularly regarding Ukraine and Iran.
• The political landscape beyond the midterms, including possible contenders for the 2028 U.S. presidential election.
• The current U.S. economic outlook, spanning inflation trends, interest rates, and potential Federal Reserve policies.
• Your questions, with a closing Q&A session offering the opportunity to engage with Bob Stein.

After Bob’s roundup of the latest U.S. economic and policy insights, we’ll explore what historical data reveals about how midterm elections impact markets. Specifically, we’ll analyse:

• Which areas of the market we think may be best positioned to navigate the changing political and policy landscape in the quarters ahead. After all, somewhat counterintuitively, U.S. equities have delivered strong positive returns following midterm elections over the last four decades.