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 adviser for the latest update on your portfolio. Comments on recent performance are not indicative of future performance.

In this note, we provide you with an update on significant recent developments and our views. As our investment strategy and views are defined with a long-term horizon in mind, these developments may not mean changes to your portfolio. Please contact your advisor for the latest update on your portfolio.

The economy is already slowing as central banks tighten monetary policy to tame inflation, and long-term bond yields may have already peaked or be close to peaking. Here’s why this matters for the investment landscape.

Pound and gilts take another hit – but remain unattractive.

While the measures in the UK mini-budget aren’t surprising, they still highlight an important shift in policy towards lower taxation, higher government borrowing and some degree of de-regulation and supply-side reform.

Professor Richard Thompson has spent a career researching plastics. Here, he chats to Phil Harris Executive Director at Brown Shipley, about The Turner Twins’ Atlantic expedition, microplastics in the cosmetic industry and finding solutions for a macro problem.

In this note, we provide you with an update on significant recent developments and our views. Comments on recent performance are not indicative of future performance. As our investment strategy and views are defined with a long-term horizon in mind, these developments may not mean changes to your portfolio. Please contact your advisor for the latest update on your portfolio.

Liz Truss is now Conservative party leader and UK Prime Minister. All eyes are on the fiscal measures to ease the cost-of-living crisis, which we expect to be announced over the next week or so. Market reaction, at this stage, is rather limited, with no discernible impact after the announcement. Our tactical asset allocation has no active UK overweights and is underweight UK government bonds.

We are excited to introduce our new framework for investing in equity sectors and explore those we believe have the potential to outperform and underperform the broader markets over the next 6 to 12 months. These views, combined with extensive analysis of the evolving economic environment including fundamental factors driving each sector, are used by our asset allocation team to inform decisions to adjust our regional equity allocation.

In our digital publication Counterpoint SEPTEMBER 2022, our investment experts look ahead. They discuss the latest developments and trends in the global financial markets.

In this note, we provide you with an update on significant recent developments and our views. Comments on recent performance are not indicative of future performance. As our investment strategy and views are defined with a long-term horizon in mind, these developments may not mean changes to your portfolio. Please contact your advisor for the latest update on your portfolio.

In this note, we provide you with an update on significant recent market developments and our views. As our investment strategy, views and asset allocation process are defined with a long-term horizon in mind, these developments may not necessarily mean changes to your portfolio. Please contact your client advisor for the latest update on your portfolio.

In this note, we provide you with an update on significant recent market developments and our views. As our investment strategy, views and asset allocation process are defined with a long-term horizon in mind, these developments may not necessarily mean changes to your portfolio. Please contact your client advisor for the latest update on your portfolio.

Find out what a typical day looks like for Sandra, learn about her proudest moment at Brown Shipley and discover something which not many people know about Sandra.

In this note, we provide you with an update on significant recent market developments and our views. As our investment strategy, views and asset allocation process are defined with a long-term horizon in mind, these developments may not necessarily mean changes to your portfolio. Please contact your client advisor for the latest update on your portfolio.

UK Prime Minister Boris Johnson has resigned as Conservative party leader. All eyes are now on the leadership contest, which is likely to start over the next few days. Market reaction, at this stage, is very limited.

In this note, we provide you with an update on significant recent market developments and our views. As our investment strategy, views and asset allocation process are defined with a long-term horizon in mind, these developments may not necessarily mean changes to your portfolio. Please contact your client advisor for the latest update on your portfolio.

In line with our commitment to sustainability, we are very pleased to inform you that Brown Shipley is sponsoring the Blue Pole Project, a six-week sailing expedition from the UK to the Atlantic Pole of Inaccessibility by professional adventurers Hugo and Ross Turner (widely known as the “Turner Twins”).

Sales and earnings growth for Q1 2022 in both the US and Europe exceeded expectations, led by strong energy sector results. The percentage of companies beating forecasts is above the long-term trend, but the margin of surprise is lower than recent quarters.

Edinburgh, 26 April 2022 - Brown Shipley, a Quintet Private Bank, has appointed Mark Flynn as a Managing Director and Head of Scotland. Flynn who joins the business in June will focus on leading the next stage of Brown Shipley’s strategy in Scotland. His arrival demonstrates the business’ continued investment and ambition to grow further in Scotland, particularly among Ultra High Net Worth individuals.