Private Wealth
Q2 2022 Quarterly Investment Markets Report
The Stanford Brown Investment Committee has completed its regularly quarterly review of investment markets and portfolios. In summary, we are retaining our ‘neutral stance’ on the overall ‘growth/defensive’ mix in portfolios, but we are making some changes to further increase diversification of risks on both the ‘growth’ and ‘defensive’ sides of portfolios. These are aimed at reducing overall portfolio volatility, increasing inflation protection, and reducing sensitivity to economic slowdowns by reducing equity and credit risks.
In this Quarterly report, you will find:
- Economic and investment market conditions
- Summary of major global risks to investment markets
- Portfolio and underlying fund returns
- Portfolio positioning and adjustments
- Descriptions of the new funds we are adding to portfolios
Portfolio returns and asset allocation can be found in the portfolio factsheets, which are linked below
If you have any questions, please do not hesitate to contact your adviser.
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