Quarterly Perspectives: Midterms, Inflation, and AI - v1
October 29th, 2026 1:00pm Central
October 29th, 2026 | 1:00pm Central
Virtual
Quarterly Perspectives: Midterms, Inflation, and AI
Explore what midterm elections, inflation, Fed policy, AI, and U.S. market concentration could mean for investors in our Quarterly Perspectives webinar.
As the year enters its final stretch, geopolitical uncertainty, the path of interest rates and inflation, the rapid growth of AI, and concentration in U.S. large-cap indexes are all shaping the investment landscape and raising important questions for investors.
Join Chief Investment Officer Joel Hirsh and our senior investment strategists for our next Quarterly Perspectives webinar as they discuss the key developments shaping the economy and markets, how we're thinking about the road ahead, and the principles guiding our investment and planning approach.
In this session, we'll cover:
- Midterm elections: What history can tell us about election cycles and markets, and perspective for investors to keep in mind.
- Inflation, the economy, and the Fed: How the evolving economic and interest-rate environment could affect markets and portfolios.
- AI: How growing investment in artificial intelligence is influencing markets, including the opportunities and risks investors are watching.
- U.S. market concentration: What the dominance of a relatively small group of large companies in major U.S. indexes could mean for diversification and portfolio risk.
For investors at any stage of their financial journey, this webinar offers timely market perspectives to help put today's headlines in context and keep long-term investment decisions grounded in your broader financial goals.
Register Now
The information provided does not purport to present a complete picture, but Focus believes the information is representative of issues and needs facing some clients. This should not be construed as specific investment, tax, legal, or medical advice. Individuals should seek advice from their wealth advisor or other advisors before undertaking actions in response to the matters discussed. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or representation as to the future. Services are offered through Focus Partners, LLC ("Focus"), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives.
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Featured Speakers
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Joel Hirsh, CFA
Chief Investment Officer
Joel sets the firm’s overall investment strategy, guiding strategic portfolio asset allocation and overseeing manager sourcing, diligence, and research across fixed income, public equities, and alternative investments. He applies his more than 20 years of financial services experience to support both advisors and clients in achieving their goals and is passionate about aligning the firm’s investment direction with its broader mission: helping advisors deliver exceptional service and clients reach their long-term objectives with confidence.
Learn More About Joel -
Kevin Grogan, CFA, CFP®
Chief Investment Officer of Systematic Strategies
Kevin Grogan is Chief Investment Officer of Systematic Strategies for Focus Partners, which is comprised of Focus Partners and Focus Partners Advisor Solutions. And while it sounds like his job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He is a member of the firm’s Investment Policy Committee and helps lead the firm’s investment strategy, portfolio management and fixed income teams.
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Pier Friend
Chief Investment Officer, Institutional Advisory Practice
As the Chief Investment Officer of Focus' Institutional Advisory Practices, Pier is responsible for all aspects of the investment process — from manager research to portfolio construction, asset allocation, and client communication. He also supports the needs of our institutional and ultra-high net worth clients.
Learn More About Pier -
Vanessa Wielizcko
Vanessa Wieliczko is the Chief of Staff to the CIO at Focus Partners. Vanessa helps to lead the firm's Investment Committee, defining future growth and development of investment management strategies. Under Vanessa’s leadership, the firm has developed a robust investment platform that offers both traditional investment approaches along with a host of alternative strategies designed to offer substantial but secure income, better downside protection and enhanced opportunity for growth.
Learn More About Vanessa