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"Politics, Pressure and the Polls"
From oil prices and the rapid build-out of AI to elections at home and abroad, there’s no shortage of big questions facing investors right now.
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.
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From oil prices and the rapid build-out of AI to elections at home and abroad, there’s no shortage of big questions facing investors right now.
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Markets are in a tug-of-war.
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JBWere and the University of Waikato launched The Economic Value of the Sector: Measuring Aotearoa New Zealand’s for-purpose ecosystem on 3 September 2026 with a presentation and panel discussion exploring…
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