06 February, 2025

"An Appetiser"


The year has only just begun, yet it has already been eventful.

In this video, our Senior Investment Strategist, Phil Borkin, discusses key market developments such as bond markets, Trump's US tariffs, and AI, and evaluates their potential impact on our outlook for client portfolios and investment markets for the remainder of the year.

 

News & Insights

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Video

"Back to the Future?"

04 June, 2026

While a resolution in the Middle East conflict remains uncertain and the situation continues to evolve, Phil Borkin, Senior Manager of Investment Strategy, considers what a lasting outcome, when it…