News & Insights

Gold can be recycled with no degradation in quality. It can contribute to a circular economy and is an attractive proposition for sustainable investors.

Brown Shipley has appointed eight additional Client Advisors and a Managing Director, bolstering its presence in Norwich and Cambridge.

Russia’s escalation increases geopolitical uncertainty and market volatility. While this could further boost inflation and slow growth, especially in Europe via higher oil/gas prices, we believe it’s unlikely to trigger broad-based economic and earnings weakness globally.

As the post-pandemic recovery matures, corporate earnings are surprising by less but still exceeding forecasts. We are seeing a divergence in performance within sectors, but must be careful not to extrapolate short-term trends.

Brown Shipley, a Quintet Private Bank, has become the latest member to join The WealthiHer Network.

We see innovation continuing apace and even accelerating, despite high costs currently. We believe top innovators are likely to be long-term winners. We see the current weakness in ‘innovation equities’ as a buying opportunity.

Equity markets experiencing weakness Another week, another series of sharp market gyrations. Despite the anxiety many investors may be experiencing, we believe that concerns about the health of capital markets and the impact of rising interest rates are not justified.

A rough start to the year 2022 hasn’t started with the same market momentum we saw in 2021, driven by the combination of more hawkish central banks signalling an exit from emergency levels of stimulus, prospects of moderating economic growth and geopolitical tensions between Russia and Ukraine. This has caused market volatility and performance losses across equity and bond markets, with limited asset classes (commodity prices being an exception) providing positive returns.

While we believe economic growth and stimulus should become less positive this year, inflation and the virus impact should become less negative too. We’re tactically overweight US equities and a range of credit exposures.