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The View from 30,000 Feet
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.
While the US election results are naturally generating plenty of interest, beyond the election noise, we believe there have been some developments over the past month that have shifted the distribution of risks around the economic outlook in a less negative fashion.
This month, our Senior Investment Strategist, Phil Borkin, discusses these developments and what they imply for how we recommend clients be positioned in their portfolios as we look towards 2025.
News & Insights
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Video
"Halfway Point"
As we move beyond the halfway point of the year, financial markets have already delivered a remarkable number of developments.
You Frame Your Investment Strategy
Most women don’t experience their financial lives as a straight line. Careers evolve, families shift, priorities are reassessed.
