Video
"Wildly Unchanged"
Markets are being shaped by two powerful forces right now: disruption and dispersion.
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
Video
"Dialling down the Noise"
It’s been an event-filled start to the year. Headlines have been loud, politics messy, and geopolitical risks have once again taken centre stage.
"If I only knew then"
Reflections on a lifetime of good governance with Graeme Nahkies During the latter part of 2025, JBWere, in partnership with Boardworks, travelled New Zealand to celebrate and candidly share the knowledge…
