Video
"Ageing Gracefully"
For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
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.
News & Insights
Video
Video
"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.
Video
"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.