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The unseen screening process

While changes to portfolios may not always be frequent or visible, there is a great deal happening behind the scenes to ensure every investment is thoroughly screened and remains best in class. This issue offers a look at the rigorous process and attention to detail that underpin recommendations, and how this helps position portfolios for long-term success.

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INSIGHT: Avoiding the lure of past performanceAcuityINSIGHT: Avoiding the lure of past performanceThe financial world is not short of predictions on which market, sector or asset class will outperform. Whilst it can always be tempting to adjust a portfolio based on what has happened, or what others forecast, taking the long-term view and being well diversified, as always, remains the most pruden
INSIGHT: Is your investment glass half full or half empty?AcuityINSIGHT: Is your investment glass half full or half empty?In a world full of negative news, it's easy to feel uncertain about the markets. However, adopting a glass-half-full attitude can make a big difference. Despite challenges, capitalist economies have consistently delivered long-term wealth to investors who stay the course. Embrace the resilience of m
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Barnett Ravenscroft Wealth Management is a trading name of Barnett Ravenscroft Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority and is Registered in England No. 4013532