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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.
In about a month, the US heads back to the polls for another highly anticipated election. There is clearly plenty at stake and lots of noise, but the challenge for investors is distinguishing what is significant. In this video, our Senior Investment Strategist, Phil Borkin, highlights some of the key factors that we believe investors should be focusing on.
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For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
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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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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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