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"Ageing Gracefully"
For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
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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"Slip, Slop, Slap"
Global equities have been on a remarkable run this year — and September kept the momentum going. In NZD terms, returns have been especially strong.
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"Keep On Keeping On"
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.