Market and Investment Update – Midyear Investment Outlook Special Edition
05 June 2023

Market and Investment Update – Midyear Investment Outlook Special Edition

Market outlooks
A new market cycle: seizing opportunities while managing risk
Market and Investment Update
22 May 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Market and Investment Update
15 May 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Interest rate peak in sight
08 May 2023

Interest rate peak in sight

Market outlooks
The US is slowing, China/Asia is rebounding, and Europe is caught up between the two. We expect global growth and inflation to slow gradually, bringing the end of developed market central banks’ rate rises in sight.
Market and Investment Update
03 May 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Market and Investment Update
24 April 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Market and Investment Update
17 April 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Market and Investment Update
05 April 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio, so please contact your Client Advisor for the latest update on your portfolio.
Go west for bonds & east for stocks
27 March 2023

Go west for bonds & east for stocks

Market outlooks
The first quarter of 2023 saw a reassessment of global economic conditions by investors and policymakers. Asynchronous cycles are now beginning to emerge as China continues to re-open while the West battles with inflation and market volatility.
Market and Investment Update
20 March 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
ESG and performance
20 March 2023

ESG and performance

ESG
ESG characteristics are at the core of our investment philosophy. We believe that understanding material environmental, social and governance (ESG) factors improves the investment decision-making process and can lead to better returns.
Environmental, Social and Governance (ESG) integration
20 March 2023

Environmental, Social and Governance (ESG) integration

ESG
When you invest with Brown Shipley flagship funds, not only do you capture a multi-asset diversified portfolio, but you also encapsulate environmental and social characteristics through positive & negative ESG data driven screening.
Market and Investment Update
15 March 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy.
Market and Investment Update
14 March 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Market and Investment Update
06 March 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Young UK entrepreneurs keen to cash in
06 March 2023

Young UK entrepreneurs keen to cash in

Brown Shipley News
Young UK entrepreneurs are far more keen to sell their business than their older peers, according to new research by Brown Shipley, a Quintet Private Bank.
Market and Investment Update
27 February 2023

Market and Investment Update

Market outlooks
This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. These developments may not mean changes to your portfolio so please contact your Client Advisor for the latest update on your portfolio.
Most wealthy Britons do not discuss their will with family
16 February 2023

Most wealthy Britons do not discuss their will with family

Brown Shipley News
- A new study reveals more than half of wealthy Britons have not spoken to loved ones about inheritance plans. - A large number (42%) have made no will; 1 in 10 say they have no plans to do so - A third have sought professional advice to avoid inheritance taxes
Market and Investment Update
13 February 2023

Market and Investment Update

Market outlooks
Inflation Matters This note contains a section on recent developments, our views, what we are watching, and our portfolio strategy. Comments on recent performance are not indicative of future performance.
Bonds are back
06 February 2023

Bonds are back

Market outlooks
Following one of the worst years in recent memory for fixed income markets, high-quality government bonds are rebounding and now offer decent returns for relatively low levels of risk.