Market and strategy update

Market and strategy update

21 November 2022
Premature Green Shoots?

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 adviser for the latest update on your portfolio. Comments on recent performance are not indicative of future performance.

What you need to know
Markets at a glance

– Rally in doubt
Central banks & inflation – Inflation slows in US but rises in UK and EU
Economy – US activity resilient, mixed reopening signals from China
What we are watching
Our views

Investment strategy 1) a globally diversified asset allocation seeking a broad spread of return and risk sources
2) quality growth-biased equity investments boasting strong balance sheets, high competitive advantages, high margins and high returns on investments
3) increasingly sustainable investments contributing to making the world a better place from an environmental, social and governance standpoint.

Market Performance

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 21 November 2022.

Past performance is not a reliable indicator of future returns

© Brown Shipley 2022 reproduction strictly prohibited.