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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"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…