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Counterpoint 2023 Mid-Year investment outlook
A new market cycle
The divergence of growth is becoming evident across regions, and we will now likely see the emergence of asynchronous market cycles.
Discover our 2023 Mid-Year investment outlook
19 September 2023
Market and Investment Update

Market and Investment Update

This note contains an overview of our market 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.
18 September 2023
It’s what you know (and just ain’t so)

It’s what you know (and just ain’t so)

There’s nothing better than catching up with market thinking and returning to old classics when on holiday; that’s what we all love to do, after all. Mark Twain couldn’t say it better: making our vocation our vacation is the secret to success.
14 September 2023
Andrew Kyle named CFO of Brown Shipley

Andrew Kyle named CFO of Brown Shipley

Former Coutts Chief Financial Officer to succeed Andrew Curran, who will retire in early 2024
11 September 2023
Market and Investment Update

Market and Investment Update

This note contains an overview of our market 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.
04 September 2023
Market and Investment Update

Market and Investment Update

This note contains an overview of our market 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.
21 August 2023
Market and Investment Update

Market and Investment Update

This note contains an overview of our market 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.
07 August 2023
Market and Investment Update

Market and Investment Update

This note contains an overview of our market 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.
03 August 2023
Moving central bank targets

Moving central bank targets

Peak inflation is now well behind us, especially in the US, but interest rates continue to rise. Central bank messaging of late has been quite clear: the battle against inflation is not won. But, even though the peak in interest rates is a moving target, we believe it’s now in sight, just slightly delayed from our initial expectations.
24 July 2023
Market and Investment Update

Market and Investment Update

This note contains an overview of our market 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.
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Lending is subject to status.Investing puts your capital at risk.

Investing puts your capital at risk. Lending is subject to status.