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The View from 30,000 Feet
One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs.
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.
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One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs.
Video
As we move beyond the halfway point of the year, financial markets have already delivered a remarkable number of developments.
Most women don’t experience their financial lives as a straight line. Careers evolve, families shift, priorities are reassessed.
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