Counterpoint October 2022
03 October 2022

Counterpoint October 2022

Market outlooks
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 Get Pounded
28 September 2022

Pound and Gilts Get Pounded

Pound and gilts take another hit – but remain unattractive.
Mini Budget Overview
23 September 2022

Mini Budget Overview

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.
Plastic Pollution
20 September 2022

Plastic Pollution

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.
Market and strategy update
12 September 2022

Market and strategy update

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.
UK Government: Our Key Thoughts
05 September 2022

UK Government: Our Key Thoughts

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.
Counterpoint Special 5 September
05 September 2022

Counterpoint Special 5 September

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.
Counterpoint September 2022 - A fine balance
01 September 2022

Counterpoint September 2022 - A fine balance

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

Market and strategy update

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.
Market and strategy update
16 August 2022

Market and strategy update

Market outlooks
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.
Market and strategy update
01 August 2022

Market and strategy update

Market outlooks
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.
Meet Sandra Dailidyte
29 July 2022

Meet Sandra Dailidyte

Brown Shipley News
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.
Market and strategy update
11 July 2022

Market and strategy update

Market outlooks
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.
Counterpoint Snapshot UK - The Political Implications
07 July 2022

Counterpoint Snapshot UK - The Political Implications

Market outlooks
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.
Market and strategy update
27 June 2022

Market and strategy update

Market outlooks
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.
Brown Shipley sponsors the Blue Pole Project
22 June 2022

Brown Shipley sponsors the Blue Pole Project

Brown Shipley News
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”).
Positive earnings surprises but softer guidance
26 May 2022

Positive earnings surprises but softer guidance

Market outlooks
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.
Mark Flynn appointed as Head of Scotland at Brown Shipley
06 May 2022

Mark Flynn appointed as Head of Scotland at Brown Shipley

Brown Shipley News
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.
An ESG investment approach
05 May 2022

An ESG investment approach

Market outlooks
ESG investment strategies are deployed in an innovative way with the aim of creating investment values for our clients whilst benefiting people and the planet.
Entrepreneurs choose property over pension for wealth generation
28 April 2022

Entrepreneurs choose property over pension for wealth generation

Brown Shipley News
Entrepreneurs are more likely to consider property investment rather than a pension to build their wealth, according to research from Brown Shipley, a Quintet private bank.