05 May, 2026

"The Strait & Narrow"


Despite ongoing geopolitical and economic uncertainty, global equity markets staged a strong rebound in April, an outcome that has surprised many investors.

What’s driving this recovery amid persistent risks, and does it signal growing investor complacency?

In this video, Phil breaks down the key drivers shaping markets today and shares his perspective on what investors should be watching as conditions continue to evolve.

News & Insights

iStock 1929563131
Video

"Back to the Future?"

04 June, 2026

While a resolution in the Middle East conflict remains uncertain and the situation continues to evolve, Phil Borkin, Senior Manager of Investment Strategy, considers what a lasting outcome, when it…