Video
The View from 30,000 Feet
One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs.
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
"Halfway Point"
As we move beyond the halfway point of the year, financial markets have already delivered a remarkable number of developments.
You Frame Your Investment Strategy
Most women don’t experience their financial lives as a straight line. Careers evolve, families shift, priorities are reassessed.
