Private Wealth

Quarterly Review of Investment Markets and Portfolio Settings

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The Stanford Brown Investment Committee has kept portfolios at their neutral growth/defensive positions and rebalanced the portfolios back to the asset class weights that were set at the end of October 2020. The portfolios made strong gains over the December quarter and were virtually flat for the month of January.

Within the Quarterly report, you will find:

  • How our portfolios are positioned for the coming quarter
  • What are the major risks to investment markets and how they are changing
  • The big change in monetary and fiscal policy
  • How can governments fix their debt problem?

Portfolio returns and asset allocation can now be found in the portfolio factsheets, which are linked below:

If you have any questions, please do not hesitate to contact your adviser.

Click to download.