News & Insights Brown Shipley Blog Counterpoint For a Richer Life ALL MARKET OUTLOOKS BROWN SHIPLEY NEWS PERSONAL FINANCE WEBINAR CEO UPDATE PODCAST MARKET OUTLOOK BROWN NEWS SHIPLEY OUTLOOKS MARKET OUTLOOK 16 NOVEMBER 2021 Solid Q3 results despite the challenges In the third quarter of 2021, inflation rose in most countries and the global economy faced ongoing supply chain issues. Despite concerns about how these challenges would impact earnings, the results are better than expected and forecasts have been revised higher across most sectors. 15 NOVEMBER 2021 Are equities too expensive? We’re often asked this question when discussing our current tactical overweight in equities over bonds, and understandably so. Many measures of equity valuations are high compared with history. But that doesn’t mean global stock markets can’t continue to rise. 19 OCTOBER 2021 To exclude or engage? There are several ways to align portfolios with sustainable considerations. Sometimes deciding not to invest is the optimal choice. However, investing can often provide an opportunity to encourage positive change. 12 OCTOBER 2021 The state of European credit markets Bond yields are rising following a more hawkish tone from central banks around the world. Monetary policy is becoming less accommodative but we don’t believe it’s the end of the game for credit in Europe. 07 OCTOBER 2021 Women in Finance Charter We signed up to the Women in Finance Charter in January 2018, and at that time, we had 18% female senior management representation. 05 OCTOBER 2021 Build back better: infrastructure goes global Spending on infrastructure looks set to rise, mostly in the US but also in Europe. This is a structural trend to rebuild the economy in a sustainable way, with a focus on green and digital investment. 29 SEPTEMBER 2021 Asian high yield: well-compensated risks Asian high yield (HY) bonds have experienced a period of elevated volatility and rising spreads since June. The correction has accelerated in recent weeks, with the rapid deterioration of property developer Evergrande’s liquidity situation a major catalyst... 14 SEPTEMBER 2021 Germany's election: life after Merkel On 26 September, Germany will elect a new Bundestag. The outcome will set the stage for the next coalition, headed by a new chancellor, with Angela Merkel set to step down after 16 years. The next government is likely to have a greener tilt. 06 SEPTEMBER 2021 Quintets' Fed Tapering Explained The upcoming reduction in net asset purchases is likely to put upward pressure on Treasury yields, but only moderately as rate hikes aren’t yet in sight. Credit and equity markets should be able to cope. LOAD MORE Lending is subject to status.Investing puts your capital at risk. Invest in a richer life, however you define it. Birmingham 0121 200 0670 Cambridge 01223 357 131 Edinburgh 0131 524 1270 Leeds 0113 261 5420 London 020 7606 9833 Manchester 0161 214 6500 Norwich 01603 661 156 Nottingham 0115 945 7550 Important information Join the team Support Accessibility Cookie & privacy FSCS Twitter Linkedin Brown Shipley is a trading name of Brown Shipley & Co Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 398426. Registered Office: 2 Moorgate, London, EC2R 6AG. Brown Shipley’s parent company is Quintet Private Bank (Europe) S.A which, from Luxembourg, heads a major European network of private bankers. © Quintet 2021. All rights reserved. © Quintet 2021. All rights reserved. We use necessary cookies for the website to function. We also use a set of analytical cookies to enhance functionality or improve performance or analyse site usage. You have the option to accept or refuse our cookies; however, by continuing to use the website you are advised that strictly necessary cookies will apply. For more detailed information about cookies, please go to Cookies Notice. For preference, please click on ‘Cookie Setting’ or adjust directly in your browser. Reject All Accept All Cookies Cookie Settings