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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.
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.
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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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