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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.

INSIGHT: Your adviser as your investment coach - Part 5AcuityINSIGHT: Your adviser as your investment coach - Part 5This issue highlights how fear and greed drive poor timing decisions, creating a behaviour gap that erodes returns, and shows how a steady adviser can counter this by reinforcing the purpose of the portfolio and encouraging patience to improve long-term outcomes.
INSIGHT: Your adviser as your investment coach - Part 4AcuityINSIGHT: Your adviser as your investment coach - Part 4We’re pleased to share our latest Insight issue, the fourth instalment in the Your adviser as your investment coach series: Maintaining the efficacy of the portfolio.
INSIGHT: Your adviser as your investment coach - Part 3AcuityINSIGHT: Your adviser as your investment coach - Part 3The third instalment in our series Your adviser as your investment coach: Build a robust portfolio for all seasons explores how the Investment Committee evaluates asset classes for inclusion in client portfolios. In this issue, we examine the role each asset class plays in constructing a well-divers
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