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.
Looking east investing in Asia high yield
22 April 2022

Looking east investing in Asia high yield

Market outlooks
Following a poor start to 2022, Asia high yield (HY) bonds have staged a notable recovery since mid-March. We have been holding a tactical overweight position against USD investment grade (IG) bonds. What are the main features of the Asia HY market and our outlook for the asset class?
Ukraine War: themes to de-risk economies
07 April 2022

Ukraine War: themes to de-risk economies

Market outlooks
We believe the war in Ukraine – which is first and foremost a humanitarian tragedy – will likely spur some countries and businesses to reduce long-term risks that have emerged from that conflict.
French elections: geopolitics all around
31 March 2022

French elections: geopolitics all around

Market outlooks
On 10 and 24 April, France will elect its new president at a crucial time – a war raging on the fringes of Europe. Emmanuel Macron looks set to be re-elected for a second term. Quintet explores the key implications for the economy and markets.
Spring Statement
23 March 2022

Spring Statement

Brown Shipley News
Today’s Spring Statement banks on the recent improvement in the public finances. Factoring in the Chancellor’s new spending measures, government debt is expected to fall to 79.8% of GDP by 2026-27. Borrowing is projected to be lower than previously forecast, too.
Mind the gap – Top 10 tips for women saving for retirement
22 March 2022

Mind the gap – Top 10 tips for women saving for retirement

Personal finance
On average a 60 year old woman’s pension pot is only one third the value of a man’s the same age. Worrying isn’t it? There are myriad reasons why women aren’t saving enough for retirement; lower salaries, more part-time jobs, time out caring for children and family, lack of financial education, time and confidence.
Influencing change through active ownership
15 March 2022

Influencing change through active ownership

Market outlooks
When we invest in companies and funds, we’re committed to active ownership. It’s an approach that not only enhances the investment process but can also have a positive impact on people and the planet.
Money matters
08 March 2022

Money matters

Brown Shipley News
The theme of this year’s International Women’s Day campaign is Breaking the Bias – and for many this begins with financial education. We speak to Tamara Gillan, founder of the WealthiHer network, as well as Anne Halvorsen, director at Merck Finck, and Sandra Dailidyte, a director at Brown Shipley, on the cultural barriers to investing and transforming female finances.
Recycled gold
02 March 2022

Recycled gold

Market outlooks
Gold can be recycled with no degradation in quality. It can contribute to a circular economy and is an attractive proposition for sustainable investors.