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.
Global equities have been on a remarkable run this year — and September kept the momentum going.
In NZD terms, returns have been especially strong. But after such a powerful rally, investors are asking: Is there still fuel in the tank?
In this video, Phil Borkin, our Senior Manager of Investment Strategy, unpacks the current setup for global equity markets and explores where the risks — and opportunities — might lie.
And what about closer to home? New Zealand’s equity market has lagged in recent years, but could the tide finally be turning? Phil will touch on that too, offering a quick take on whether local conditions are starting to improve.
News & Insights
Video
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…
Video
"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.