06 March, 2025

"Curveballs"


2025 was always expected to bring its share of surprises and curveballs for investors. One of the first has been the underperformance of US markets compared to global peers—defying both recent trends and prevailing consensus. Does this signal the end of US exceptionalism? We don’t believe so.

In this video, our Senior Investment Strategist Phil Borkin explores recent market movements and highlights key areas investors should be focusing on.

 

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.