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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.
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.
Video
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.
Video
As we move beyond the halfway point of the year, financial markets have already delivered a remarkable number of developments.
Most women don’t experience their financial lives as a straight line. Careers evolve, families shift, priorities are reassessed.
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