05 November, 2025

"Ageing Gracefully"


 

For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.

Alongside this optimism, the month also brought developments that stirred up volatility.

In this video, Phil Borkin, Senior Manager of Investment Strategy, explores what’s behind these moves, whether investors should be concerned, and what they might signal about the age of the broader market cycle. 

He also shares some of the tried-and-true strategies that investors should keep in mind.

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.