08 October, 2025

"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. 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