Our portfolio positioning
We are starting 2023 with a combination of equity and fixed income exposures. These positions reflect our outlook for markets over the next 12 months. However, we are mindful that the investment environment is an evolving one and conditions can soon change. So, we are ready to adjust our positioning if our views on the economy and monetary and fiscal policies change.
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.
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. This issue shares forecasts, which are not a reliable indicator of future performance.
Information correct as at 10 January 2023.
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