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January 30, 2026

Quarterly Perspectives: Key Investment Themes for 2026

Investors face a pivotal year ahead. From the dynamics of a midterm election cycle and the Federal Reserve’s careful policy balancing, to growing attention on private credit markets and the accelerating influence of AI, we’re watching the trends that could shape portfolio decisions.

Join our senior investment strategists as they break down the top themes for the year and what they could mean for investors.

What we cover:

  • How midterm election cycles have historically influenced markets—and what that might signal for 2026
  • The implications of the Fed’s challenge: supporting a cooling labor market while keeping inflation in check
  • Key risks and opportunities emerging in private credit markets
  • Why the evolution of AI could be the most important risk and opportunity for markets in 2026

This reflects the opinions of Focus Partners or its representatives, may contain forward-looking statements, and presents information that may change. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future. Past performance does not guarantee future results. Market conditions can vary widely over time, and certain market and economic events having a positive impact on performance may not repeat themselves.

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. 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 Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011.

©2026 Focus Partners Wealth. All rights reserved.

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Investing

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About the Author

Jason Blackwell

Chief Investment Strategist

As the Chief Investment Strategist and a Principal of Focus Partners, Jason is an investment professional with a focus on asset allocation, portfolio construction, and third-party manager selection. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. He also serves on the Focus Partners Investment Committee and is a spokesperson for Focus Partners Investment Management.
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