10 June, 2024

"Lofty Levels"


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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"Keep On Keeping On"

04 September, 2025

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.

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"Pulse Check"

05 August, 2025

Markets remain resilient — but what risks lie ahead?   Global equity markets have performed well this year, navigating a steady stream of headlines and policy uncertainty.