Great at Making Money, Not Investing It
Successful founders are often capital allocators inside their own businesses. They know where to invest, when to hire, when to expand, and when to take calculated risks.
Global equity market valuations have risen. Are they a concern? Do they suggest that markets are becoming vulnerable? Or do they just speak to higher investor confidence about future earnings growth? JBWere Senior Investment Strategist, Phil Borkin delves into this issue and some of the things we think investors should watch.
News & Insights
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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.
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"Halfway Point"
As we move beyond the halfway point of the year, financial markets have already delivered a remarkable number of developments.