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

iStock 2205900300
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.

iStock 2107940194 (1)
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.