Addressing the wall of worries

Addressing the wall of worries


Our core views on the key themes driving financial markets are on track. We remain overweight risk in our tactical asset allocation and continue to see attractive investment opportunities.

There’s no shortage of worries for investors at the moment with significant stock market volatility. These concerns range from a variety of political risks now approaching – such as the US elections and the Brexit negotiations – to a sense that the perceived “disconnect” between buoyant risk markets and a more sluggish economy is finally beginning to close, with markets catching up with a more challenging reality.

For those clients who have access to My Brown Shipley you can check your portfolio valuation online. If you have any questions, please contact your usual Brown Shipley adviser.



Daniele Antonucci
Chief Economist & Macro Strategist

James Purcell
Group Head of ESG, Sustainable and Impact Investing

Bill Street
Group Chief Investment Officer


Non-Independent Research

The information contained in this article is defined as non-independent research because it has not been prepared in accordance with the legal requirements designed to promote the independence of investment research, including any prohibition on dealing ahead of the dissemination of this information.

How to Use this Information

This article contains general information only and is not intended to constitute financial or other professional advice or a recommendation that any recipient of this information should make any particular investment decision. Always consult a suitably qualified financial advisor on any specific financial matter or problem that you have.

Except insofar as liability under any statute cannot be excluded, neither Brown Shipley nor any employee or associate of them accepts any liability (whether arising in contract, tort, negligence or otherwise) for any error or omission in this article or for any resulting loss or damage whether direct, indirect, consequential or otherwise suffered by the recipient of this article.

Investment Risk

Investing in stocks either directly or indirectly carries investment risk. The value of equity based investments may go down as well as up over time due to factors such as, market volatility, interest rates, and general economic conditions.