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

  • Investment Outlook – Q4 2013

    Author: Jonathan Hoyle

    You may well be reading this latest SB Investment Outlook in the knowledge that the US budget impasse is still raging and the US has now defaulted on its debt. If so, please stop reading here, and throw this paper in the recycling bin. It is no longer worth the paper it is written on. For at the time of writing, the impasse is alive and the debt ceiling deadline of Oct 17th is imminent. We have made the call that both will be solved, not because we believe in the wisdom of politicians, but simply because the consequences of a default are too terrifying to contemplate.

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  • Investment Outlook – Q3 2013

    Author: Jonathan Hoyle

    From Gatsby to the Grapes of Wrath. The past 12 months have been a wonderful time to be invested in equities. But with prices now 25% higher, bond yields at ultra-low levels, property at eye-watering levels, term deposit rates falling every month and commodities seemingly in freefall, where are portfolio returns now going to come from?

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