04 July, 2024

"Mid-Year Musings"


With the first half of the year now behind us, our attention naturally turns to what the second half of the year may have in store.

Our Senior Investment Strategist, Phil Borkin outlines four key things we think will be influential to the performance of markets most relevant to our client base over the second half of this year.

 

News & Insights

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Video

"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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Video

"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.