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"Wildly Unchanged"
Markets are being shaped by two powerful forces right now: disruption and dispersion.
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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Video
"Dialling down the Noise"
It’s been an event-filled start to the year. Headlines have been loud, politics messy, and geopolitical risks have once again taken centre stage.
"If I only knew then"
Reflections on a lifetime of good governance with Graeme Nahkies During the latter part of 2025, JBWere, in partnership with Boardworks, travelled New Zealand to celebrate and candidly share the knowledge…
