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The View from 30,000 Feet
One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs.
Heightened uncertainty surrounding U.S. policy, coupled with Trump’s unpredictable tumultuous approach to tariffs, has clearly influenced investor and consumer confidence this year. However, with Trump now outlining his reciprocal tariff strategy, have we reached the peak of uncertainty?
In this video, our Senior Investment Strategist Phil Borkin discusses the implications of ongoing policy uncertainty for the economy and financial markets.
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One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs.
Video
As we move beyond the halfway point of the year, financial markets have already delivered a remarkable number of developments.
Most women don’t experience their financial lives as a straight line. Careers evolve, families shift, priorities are reassessed.
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