Head of Wealth Strategy Juan Xavier Sánchez recently spoke with Barron’s about what the 2026 midterm elections could mean for investors. He discussed the market’s expectations for a divided government, the issues likely to remain in focus regardless of the election results, and how the 2027 debt-ceiling and budget negotiations could affect bond yields. Subscription required.
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Activest partners quoted in the financial press.
Activest’s Head of Wealth Strategy Juan Xavier Sánchez recently shared his analysis on The Fed’s decision on Wednesday not to change interest rates with ConnectMoney. He argued the three dissenting votes reinforce the committee’s increasingly hawkish bias and could strengthen efforts to contain inflation expectations, adding that with a faltering ceasefire and oil back near $90, he reads the move as “a hawkish hold rather than an all-clear.” Still, Sánchez remains constructive on markets, pointing to resilient corporate earnings and stressing that “portfolios should be built to work whether the Fed hikes or holds, not on guessing the Fed correctly.”. You can read the full article here
Activest Founder and CEO Isaac Wakszol recently spoke to InvestmentNews to share his perspective on mergers and acquisitions. Because Activest serves multi-generational families with international ties, Isaac thinks in generational time horizons, a frame he argues is incompatible with acquirers whose private equity backers require exits within a few years. Rather than accepting offers to be absorbed, he says he is focused on “bringing in like-minded advisors who share our purpose and our values and want a real path to partnership,”. His advice to smaller RIAs is to begin with purpose, not price, and to ask the questions that truly matter: who owns the client relationship after close, what happens to the people, and whether the firm will still be recognizable in two years. See the full article here
Activest Managing Partner Jacob Taurel was recently interviewed by InvestmentNews to discuss how the financial management industry approaches elder financial protection. He pointed out that most firms wrongly treat diminished capacity as a compliance event rather than a human one. Jacob advocates building authority in stages, mainly a second signer on an account, expanded visibility for a trusted family member, and a documented escalation path, well before any cognitive concern arises He also stressed that monitoring the family’s communication rhythm matters as much as watching account activity. You can see the full article here
