07 May, 2025

"Drawing Breath"


Terms like volatile or unpredictable don’t really do justice to what has been experienced in financial markets over the past month or so. Some market and media commentary has bordered on hysterical.

So, with all this in mind, Senior Investment Strategist, Phil Borkin, uses this video to draw breath, and attempt to assess where things now stand. That is, look at what we have learned from recent events, what remain the key unanswered questions, and of course what investors should be doing.

 

News & Insights

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"Keep On Keeping On"

04 September, 2025

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.