04 June, 2026

"Back to the Future?"


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 eventually comes, could mean for markets.

Would this lead to a return to the broad, balanced “Goldilocks” environment seen through parts of last year and early 2026, or has the backdrop shifted more fundamentally?

In this video, Phil shares his perspective and outlines the strategies investors should consider - emphasising the importance of staying invested, remaining diversified, and maintaining a focus on long-term outcomes.

Click on the image below to watch his update.

News & Insights