09 December, 2025

"The Year of Finer Margins"


2025 has been both rewarding and eventful for investors. Resilient global growth, strong corporate fundamentals, and enthusiasm for artificial intelligence have helped drive equity markets higher. Combined with relatively stable bond markets, this has supported solid returns for balanced portfolios overall. 

So, what might 2026 bring? In today’s dynamic and complex environment, making predictions requires a healthy dose of humility. In this video, Phil Borkin, Senior Manager of Investment Strategy, shares his insights on the outlook for the year ahead.

 

News & Insights

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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…