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