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"Politics, Pressure and the Polls"
From oil prices and the rapid build-out of AI to elections at home and abroad, there’s no shortage of big questions facing investors right now.
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.
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From oil prices and the rapid build-out of AI to elections at home and abroad, there’s no shortage of big questions facing investors right now.
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Markets are in a tug-of-war.
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JBWere and the University of Waikato launched The Economic Value of the Sector: Measuring Aotearoa New Zealand’s for-purpose ecosystem on 3 September 2026 with a presentation and panel discussion exploring…
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