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.
With trade-related concerns easing for the time being, market and investor attention has turned elsewhere. Lately, the focus has shifted to weakness in the bond market, particularly against a backdrop of deteriorating government fiscal positions.
How significant are the recent yield movements, and to what extent are fiscal concerns driving them? What could this mean for other asset classes, especially equities? And do these developments challenge the long-term role of bonds in a diversified portfolio?
Phil Borkin, our senior Investment Strategist, uses this video to answer these questions.
News & Insights
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JBWere appoints Matthew Williams as Senior Manager, Philanthropic Services
JBWere, a leading provider of investment management and philanthropic impact services amongst private clients and in the for-purpose sector, is delighted to announce the appointment of Matthew Williams as Senior…
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"Pulse Check"
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.