From Yahoo Finance: 2025-05-27 12:24:00

Dominic Kohler of Brown Shipley discusses the resilience of traditional assets like equities and bonds in the face of inflation and market volatility. He emphasizes the importance of prudence, adaptability, and trust in navigating the complex investment landscape.

With rapid macroeconomic changes, equities and fixed income assets are being tested like never before. Kohler notes the importance of being selective with equities and highlights the brighter outlook for fixed income with more attractive yields.

Brown Shipley’s approach focuses on cautious optimism and tactical flexibility, emphasizing careful positioning and long-term opportunities. Kohler stresses the importance of preserving wealth for private clients, even as inflation shows signs of cooling.

Despite the emergence of new asset classes, Kohler believes in the continued relevance of traditional investments. Brown Shipley employs a flexible yet disciplined approach to asset allocation, responding quickly to market developments while maintaining long-term objectives.

Kohler highlights the growing importance of alternatives for diversification, particularly in private markets. He urges caution due to the complexity and misunderstood nature of private markets, emphasizing the need for clear communication and risk management.

While new investment options arise, Kohler remains confident in the long-term potential of traditional assets. Brown Shipley focuses on consistent risk-adjusted returns and strategic asset allocation, utilizing advanced risk management tools to navigate market uncertainties.

Looking ahead, Kohler sees regulatory shifts, product innovation, and changing investor expectations reshaping traditional investing. He notes the increasing focus on sustainable investing and the personalized approach Brown Shipley takes with ESG considerations.

Technology plays a crucial role in portfolio management, aiding in informed decision-making and client benefit. Despite technological advancements, human interaction and judgement remain essential in building trust and delivering long-term returns with traditional assets.



Read more at Yahoo Finance: Traditional assets with modern strategy