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 April 2021. There have been three new funds added to portfolios which reflect the Investment Committee’s decision to shift from fixed-rate to floating rate debt. The portfolios made modest gains over the month of July.

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?
  • What to expect on the monetary policy front.
  • An update on the Australian shares profit recovery.

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.