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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.
One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs. Yet the day-to-day experience of investing has often felt remarkably challenging. Headlines have swung between optimism and uncertainty, geopolitical tensions have remained elevated, and market sentiment has shifted rapidly from one week to the next.
From 30,000 feet, markets have appeared calm and resilient. On the ground, however, many investors have experienced a very different reality, navigating periods of volatility, conflicting economic signals, and an ever-changing investment landscape.
In this video, Phil Borkin, our Head of Investment Strategy and Research, explores why that is and what it means for investors.
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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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