Time to Tango

Research 09/05/22

JBWere Senior Investment Strategist, Phil Borkin discusses the ‘tango’ between the outlooks for central bank policy and economic growth and what th...

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Taming the Inflation Dragon

Research 10/02/22

Please join Phil Borkin, JBWere Senior Investment Strategist, as he discusses the continued upside surprises in inflation and what that could mean...

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2022 Year Ahead – Not over yet

Research 08/12/21

Please join Philip Borkin, JBWere Senior Investment Strategist, as he discusses views on the economic and markets outlook for 2022.

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Climbing the wall of worry

Research 05/11/21

Please join Philip Borkin, JBWere Senior Investment Strategist, as he discusses recent downside surprises to growth and upside surprises to inflati...

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Forging ahead

Research 08/10/21

Please join Philip Borkin, JBWere Senior Investment Strategist, as he discusses the backdrop for the New Zealand economy and how this is influencin...

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The beat goes on

Research 06/09/21

Please join Philip Borkin, JBWere Senior Investment Strategist, as he discusses our constructive base-case views for markets, and equities especial...

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Baffling with bonds

Research 09/08/21

Please join Philip Borkin, JBWere Senior Investment Strategist, as he discusses what has driven global bond yields recently and where we expect the...

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Who takes the lead?

Research 09/07/21

Please join Philip Borkin, JBWere Senior Investment Strategist, as he reflects on what sectors, styles and investment attributes could lead equity...

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Moving into a New Phase - 2021

Research 18/06/21

Please join Philip Borkin, JBWere Senior Investment Strategist, as he reflects on backdrop for markets and how after 12 months of strong equity mar...

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Housing's pain to be equities gain?

Research 09/04/21

Please join Philip Borkin, JBWere Senior Investment Strategist, as he reflects on the recently announced Government housing policies and what they...

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