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Acuity 22: Portfolio valuations in perspective

Download Acuity 22

Today, many investors have online access to their portfolios and can obtain all sorts of information about them. In reality much of what they see is simply market noise. The danger is that they get distracted by it and risk missing the wood (the benefit of a robust long-term investment strategy) for the trees (market noise). This volume of Acuity summarises the ‘do’s and don’ts’ when looking at your portfolio valuation.

2026: Looking backwards and forwardsAcuity2026: Looking backwards and forwardsIn this issue, we reflect briefly on 2025, focusing on several themes frequently raised by investors - most notably around the notion of an AI 'bubble'. The article places the past year's market returns within a longer term historical context.
The balancing actAcuityThe balancing actThis issue looks at how the mix between bonds and stocks shapes long term outcomes. Using data from February 1979 to November 2025, the chart shows best, worst and average annual returns for portfolios ranging from 100% bonds to 100% stocks. Too little stock market risk and your portfolio may strugg
INSIGHT: Currency risk through a long term lensAcuityINSIGHT: Currency risk through a long term lensFollowing the previous issue’s long-term view on markets, this issue applies the same lens to currency risk, examining the recent depreciation of the US dollar and what it means for globally diversified. Using a simple worked example and historical data, it highlights why currency fluctuations - whi
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