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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.
Where are we in the cycle? It sounds like a relatively innocuous question, but is it that easy to answer right now?
JBWere Senior Investment Strategist, Phil Borkin, discusses this question of the economic cycle, why it matters, and what our thoughts are on its implications.
News & Insights
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"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.
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"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.