Video
"The Strait & Narrow"
Despite ongoing geopolitical and economic uncertainty, global equity markets staged a strong rebound in April, an outcome that has surprised many investors.
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
Fundraising for Gifts-in-Wills: a strategic and timely opportunity
As is happening across the world, Aotearoa New Zealand is also moving into an unprecedented intergenerational wealth transfer, and this is taking place at the same time as traditional fundraising…
Identity Crisis: When the Exit Is Only the Beginning
For many founders, selling their business is supposed to be the finish line. The transaction completes, the funds clear and the congratulations roll in.
