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"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.
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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Fundraising for Gifts-in-Wills: a strategic and timely opportunity
As is happening across the world, Aotearoa New Zealand is also moving into an unprecedented intergenerational wealth transfer, and this is taking place at the same time as traditional fundraising…
Identity Crisis: When the Exit Is Only the Beginning
For many founders, selling their business is supposed to be the finish line. The transaction completes, the funds clear and the congratulations roll in.
