Awaiting key central bank meetings 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.

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. Comments on recent performance are not indicative of future performance.

“Counterpoint” highlights dynamics that will drive the global economy, financial markets and key asset classes over a year marked by cyclical change

Shifting Markets: One cycle ends, another begins

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. 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. 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 Client Advisor for the latest update on your portfolio.

International Men's Day (IMD) is a global holiday celebrated annually on 19th November to recognise and celebrate the cultural, political, and socioeconomic achievements of men and boys. Our colleagues provide their thoughts on why International Men’s Day should be celebrated.

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.

Brown Shipley was delighted to host a fireside chat with John Emerson, Vice Chair at Capital Group and Daniele Antonucci, Chief Economist and Macro Strategist.

For the first time in three years, Covid is not dominating the headlines as we head into the colder months, although there are still other potential risks and opportunities out there. Let’s explore the portfolio implications.

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.