Market and Investment Update

Market and Investment Update

The Implications of SVB
14 March 2023
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. 

Markets at a glance  
Portfolios at a glance  
Here’s how we’re positioned in our flagship portfolios:
Past performance is not a reliable indicator of future returns.

Market Performance


Data as of 10/03/2023. Source: Bloomberg. Note: The Yield and P/E figures for stock markets respectively use 12m forward dividends and earnings divided by the index’s last price. For bond markets, the yield to maturity is used.
Past performance is not a reliable indicator of future returns.

Important Information

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. 

Information correct as at 14 March 2023.

Past performance is not a reliable indicator of future returns

© Brown Shipley 2023 reproduction strictly prohibited. 

Past performance is not a reliable indicator of future returns.