Live by performance, die by performance

This latest Insight 'Live by performance, die by performance' suggests that investors do well to heed the common risk warning that 'Past performance is not a guide to future performance'. We make use of the latest performance persistence data from SPIVA, alongside a brief case study of ARK Innovation ETF's meteoric rise and precipitous fall (combined with peak inflows at peak performance), which offers a salutory lesson for those tempted to chase performance.

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AcuityINSIGHT: Annual returns of stock marketsIn this issue, we take a closer look at the unpredictable nature of annual stock market returns and what it means for investors. History reminds us that short-term market movements are inherently uncertain, and we highlight the importance of focusing on what can be controlled—like diversification, b

AcuityINSIGHT: Stock markets this month, 10th April 2025After a week dominated by sensationalist headlines about the stock markets, it's worth remembering that fluctuations—while often unsettling—are an expected part of the comprehensive financial planning process we undertake on your behalf. In this issue, we explore how market declines, though frequent

AcuityINSIGHT: Staying calm in turbulent marketsMarkets are never a smooth ride. In this issue, we walk through three key reminders that every investor should keep in mind — especially during periods of market volatility — along with some powerful graphics that can offer comfort to long-term investors.

Live by performance, die by performance

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