By: Phil Borkin, Senior Manager, Investment Strategy.
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.
Supporting stronger futures for charities through diversified funding: Legacy giving and Gift-In-Wills programmes
Across New Zealand everyone is talking about the Great Wealth Transfer, and the JBWere Bequest Report 2025.
Over two packed days, and through our partnership with Harvard Business School, JBWere NZ presented six masterclasses designed for governors and CEOs from across the for-purpose sector in Aotearoa New…
2025 has been both rewarding and eventful for investors. Resilient global growth, strong corporate fundamentals, and enthusiasm for artificial intelligence have helped drive equity markets higher.
By: Phil Borkin, Senior Manager, Investment Strategy.