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

  • Review of Markets and Portfolios for the March Quarter 2018

    Review of Markets and Portfolios for the March Quarter 2018

     

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  • Stanford Brown – Monthly Top 5 January 2018

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  • Stanford Brown – Monthly Top 5 December 2017

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  • Managed Account – Quarterly Review – October

    Quarterly Review of Investment Markets and Model Portfolios.

    Review of markets and portfolios: September Quarter 2017

    Portfolio settings for: December Quarter 2017

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  • 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

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  • 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

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  • 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.

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  • 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.

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