Video
"Ageing Gracefully"
For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
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
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Video
"Slip, Slop, Slap"
Global equities have been on a remarkable run this year — and September kept the momentum going. In NZD terms, returns have been especially strong.
Video
"Keep On Keeping On"
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.