Video
"The Strait & Narrow"
Despite ongoing geopolitical and economic uncertainty, global equity markets staged a strong rebound in April, an outcome that has surprised many investors.
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
Video
Fundraising for Gifts-in-Wills: a strategic and timely opportunity
As is happening across the world, Aotearoa New Zealand is also moving into an unprecedented intergenerational wealth transfer, and this is taking place at the same time as traditional fundraising…
Identity Crisis: When the Exit Is Only the Beginning
For many founders, selling their business is supposed to be the finish line. The transaction completes, the funds clear and the congratulations roll in.
