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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.
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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"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.