07 November, 2024

"Trimming the Tail"


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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"Keep On Keeping On"

04 September, 2025

Is US Exceptionalism Fading? Few investment themes generate as much discussion as the concept of US exceptionalism—the belief that the US economy and equity markets consistently outperform global peers.

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"Pulse Check"

05 August, 2025

Markets remain resilient — but what risks lie ahead?   Global equity markets have performed well this year, navigating a steady stream of headlines and policy uncertainty.