Boston Partners' Mike Mullaney Discusses US Midterm Election Impact on Markets
Robeco's latest podcast features Mike Mullaney, Director of Global Markets Research at Boston Partners, discussing how potential shifts in fiscal, regulatory, and AI policies following the US midterms could impact global financial markets.
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Robeco published a new podcast episode on October 14, 2026, titled "US midterm elections: short-term turbulence, long-term opportunity?" The episode features Mike Mullaney, Director of Global Markets Research at Boston Partners.
According to the publisher's description, the discussion centers on how the upcoming US midterm election results may extend beyond Washington, influencing fiscal policy, regulation, and AI policy. These potential shifts are noted as having real implications for investors.
For professional readers interested in the link between macro-political cycles and asset allocation, this resource offers a perspective from a research lead at a well-known asset management firm. While no full transcript was obtained, the guest's role and the clearly defined topic make it a relevant entry point for understanding pre-election market sentiment and policy expectations.