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"Ageing Gracefully"
For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
As we reach the halfway point of the year, it’s fair to say 2025 has been extraordinary by any standard. Despite ongoing geopolitical tensions, economic uncertainty, and no shortage of headlines forecasting the next crisis, financial markets have remained remarkably resilient.
In this short video, Phil Borkin, Senior Investment Strategist, shares insights into what’s been driving this resilience and whether it’s something we can expect to continue into the second half of the year.
News & Insights
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Video
"Slip, Slop, Slap"
Global equities have been on a remarkable run this year — and September kept the momentum going. In NZD terms, returns have been especially strong.
Video
"Keep On Keeping On"
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.