09 December, 2024

2025, The Year Ahead - "Winners & Losers"


2024 exceeded expectations in terms of investment returns, with the U.S. economy steering clear of a significant slowdown and technological innovation progressing steadily. But what lies ahead in 2025?

In this video, our Senior Investment Strategist Phil Borkin explores the economic outlook for the coming year, highlights potential risks, and examines their implications for client portfolios and investment markets.

 

News & Insights

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Video

"Keep On Keeping On"

04 September, 2025

Is US Exceptionalism Fading? Few investment themes generate as much discussion as the concept of US exceptionalism—the belief that the US economy and equity markets consistently outperform global peers.

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Video

"Pulse Check"

05 August, 2025

Markets remain resilient — but what risks lie ahead?   Global equity markets have performed well this year, navigating a steady stream of headlines and policy uncertainty.