05 March, 2026

"Wildly Unchanged"


Markets are being shaped by two powerful forces right now: disruption and dispersion.

While resilient economic conditions and solid corporate fundamentals continue to underpin equities overall, performance gaps across stocks, sectors and styles have widened sharply. Add escalating tensions in the Middle East, the investment landscape has become more complex than ever. 

In this video, Phil Borkin, our Senior Manager of Investment Strategy, cuts through the noise and explores what it all means for investors. 

Click on the image below to watch the video.

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