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Why are American voters pessimistic despite resilient economic growth? This edition of Macro Trends examines the disconnect between economic performance and voter sentiment ahead of the 2026 U.S. midterm elections. From rising living costs and consumer confidence to prediction-market odds and state-level economic data, the analysis explores what could shape the November 3 outcome.
This edition of Macro Moves revisits one of investing’s most enduring strategies: the 60/40 portfolio. The analysis explores why the combination of stocks and bonds has proved so difficult to improve upon, testing its performance across different market environments, investment horizons and global markets.
It also examines whether the traditional 60/40 split really is optimal, how changing stock-bond correlations affect diversification, and whether alternatives such as gold, commodities and real estate can successfully replace the “40”.
