06 May, 2024

"Where are we in the Cycle"


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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"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.