Market and strategy update

Market and strategy update

Markets at a glance

Recent developments
(See Market Return Table)


The week ahead:


Asset allocation and portfolio views


Figure-1-(2).PNG


Our investment strategy pillars
  1. We invest globally, within equities and bonds, which gives access to a wide pool of potential growth, income drivers and exposures.
  2. We invest in companies with quality growth characteristics, those with competitive franchises, pricing power, and high returns on capital. Even though these companies have not been rewarded in the last six months, our research shows that they remain well positioned for the future.
  3. We invest in an increasingly sustainable manner. We want to be ahead of the curve by backing assets with high or improving social, governance and environmental standards.

In a year where there has been no place to hide, your portfolio holds assets whose prices have fallen but, we believe, whose potential future value has increased given their unchanged expected long-term characteristics. We therefore maintain conviction in the return potential of the portfolio.


Market Performance

Figure-2.PNG



Bill Street
Group Chief Investment Officer







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 27 June 2022.

Past performance is not a reliable indicator of future returns
 
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