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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.
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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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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