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The View from 30,000 Feet
One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs.
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
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Video
"Halfway Point"
As we move beyond the halfway point of the year, financial markets have already delivered a remarkable number of developments.
You Frame Your Investment Strategy
Most women don’t experience their financial lives as a straight line. Careers evolve, families shift, priorities are reassessed.
