Our Thinking – Investment Outlook

Researched, written, edited (brutally), designed and distributed all in-house. The Investment Outlook report is our quarterly flagship communication that runs a macro look at global economies and ties it back to what the Stanford Brown Investment Committee (SBIC) are thinking on a portfolio level.

 

 

 

Investment Outlook

  • Quarterly Review – Q2 2017

    Quarterly Review of Investment Markets and Portfolio Settings

    Review of markets and portfolios: June Qtr 2017

    Portfolio settings for: September Qtr 2017

    Download
  • Quarterly Review – Q1 2017

    Author: Ashley Owen

    Quarterly Review of Investment Markets and Portfolio Settings

    Review of markets and portfolios: December Qtr 2016

    Portfolio settings for: March Qtr 2017

    Download
  • Investment Outlook – Q2 2016

    Author: Jonathan Hoyle

    We turn for inspiration this quarter to one of Ireland’s finest poets, W.B. Yeats. As living standards stagnate and debt mountains pile up, Western voters have been expressing their disenchantment by electing increasingly fringe-dwelling politicians. Even mainstream politicians, such as Hillary Clinton, have distanced themselves from essential policies such as free trade – the source of 50 years of global prosperity.

    Yeats warned that ‘when the centre cannot hold, mere anarchy is loosed upon the world’ and while ‘the best lack conviction, the worst are full of passionate intensity.’ What ‘rough beast’, asked Yeats, ‘its hour come round at last, slouches towards Bethlehem to be born.’

    Read on to find out our take on whether central bankers are out of ammo; to fly around the world in 90 days; and for our predictions on Australian-based portfolios.

    Download
  • Investment Outlook – Q1 2016

    Author: Jonathan Hoyle

    Welcome to the Year of the Fire Monkey! Our Chinese colleagues tell us to plan things for the 4th and 9th days of the lucky months of August and December, and to avoid July 7th like the plague. Investors would have done well to avoid the month of January, a mensis horribilis, and one to forget.

    Will January set the tone for the year, or is this a time to load up on bargains from all over the world?

    Read on to find out our predictions for 2016, for Australia, China and for your portfolios.

    Download
  • Investment Outlook – Q4 2015

    Author: Jonathan Hoyle

    While bankers from the Northern Hemisphere were enjoying their summer break on the beaches of Nice and Nantucket, on August 11th the world seemed to take a rapid turn for the worse. A battalion of sorrows emerged in quick succession.

    An overreaction? Or a harbinger of tougher times ahead?

    Keep calm, have a Mao-tai and read on to find out our predictions for global economies, politics and asset class valuations.

    Download
  • Investment Outlook – Q3 2015

    Author: Jonathan Hoyle

    After a period of benign markets, the twin-headed hydra of a Greek Scylla and a Chinese Charybdis have wreaked havoc in the equity, bond and commodity
    markets. And what about the Fed? Soon we will face the first US interest rate hike in almost a decade. Is it time to batten down the hatches or is this all just a
    storm in a China tea cup? Keep calm, have an ouzo and read on to find out our predictions for global economies, politics and asset class valuations.

    Download
  • Investment Outlook – Q2 2015

    Author: Jonathan Hoyle

    The Currency Wars have begun in earnest, even dragging our own hawkish Reserve Bank onto the battlefield. Why is every country determined to lower their currencies and what long term effects will this have?  Read on to find out our predictions for global economies, politics and asset class valuations.

    Download
  • Investment Outlook – Q1 2015

    Author: Jonathan Hoyle

    Collapsing commodity prices, Russia in crisis, a new gold rush in Silicon Valley, a resurgent American economy, a soaring greenback, Australian assets ignored and unloved, trouble in emerging markets and a powerless Democrat in the White House. Sound familiar? Yes, it could be 1999 all over again.

    Download

Subscribe to our weekly newsletter