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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 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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"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.