What to watch coming out of the U.S. midterms

Democrats are poised to gain seats, but are markets prepared for a blue wave? Here’s what to keep an eye on once the political dust settles.

We’ve applied a single investment philosophy and process to every strategy we manage for more than 30 years. Discover our disciplined approach.

A history of outperformance

Average annual excess return net of fees for select strategies since inception (%)

Data as of September 30, 2026. Source: Boston Partners. The green bars reflect the average annual excess return (net of fees) versus the indexes shown since each strategy’s inception. Past performance does not guarantee future results. It is not possible to invest directly in an index. 

Explore our institutional strategies

Our flagship U.S. equity strategy targeting attractively valued large cap-companies.

An established value-oriented strategy targeting midsized U.S. companies.

A strategy seeking attractively priced opportunities outside the United States.

Designed to offer compelling returns with less market risk, this strategy combines long and short positions in U.S. equities.

Our latest thinking on the markets

Finding value in an uncertain energy market

Ongoing conflict in the Middle East has whipsawed energy prices in recent months—but there’s more driving the sector than commodity prices. Equity analyst Verne Garin explores the opportunities.