Video
Power, Principles & Potential
Over two packed days, and through our partnership with Harvard Business School, JBWere NZ presented six masterclasses designed for governors and CEOs from across the for-purpose sector in Aotearoa New…
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. Over the past decade, this narrative has largely held true. However, 2025 has presented a different picture, with several non-US markets delivering stronger performance.
This shift, coupled with the Trump administration’s unconventional and often confrontational policy stance, has prompted renewed scrutiny of the US’s dominant position. Is US exceptionalism beginning to wane?
In this video, Phil Borkin, our Senior Manager of Investment Strategy, revisits this theme and shares our perspective: while risks are emerging, we believe it’s too early to call the end of US exceptionalism.
Phil also outlines how we’re managing US exposures and addressing broader diversification considerations within our recommended model and reference portfolios.
News & Insights
Video
Video
"The Year of Finer Margins"
2025 has been both rewarding and eventful for investors. Resilient global growth, strong corporate fundamentals, and enthusiasm for artificial intelligence have helped drive equity markets higher.
JBWere appoints Anne Rodda as Manager, Philanthropic Services
JBWere, a leading provider of investment management and philanthropic impact services amongst private clients and in the for-purpose sector, is delighted to announce the appointment of Anne Rodda as Manager,…
