In the third and final installment of Orion’s Onward to Election Day video series, Tim Holland, Orion’s Chief Investment Officer, is joined again by Steve Pavlick of Mindset to unpack the 2026 midterm results. They discuss what drove Democrats’ wins in the House and Senate, how markets initially reacted, and what divided government could mean for policy and the economy in 2027.
The conversation also revisits AI and data center development, including how debates over who pays for new power infrastructure could affect the pace of investment. Hear what advisors and investors may want to watch before the new Congress takes office, from defense spending to tensions with Iran.