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"Ageing Gracefully"
For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
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
"Slip, Slop, Slap"
Global equities have been on a remarkable run this year — and September kept the momentum going. In NZD terms, returns have been especially strong.
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"Keep On Keeping On"
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.