Acuity 2: Making Tough Decisions In An Uncertain World

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We inevitably have to make financial decisions that materially affect our futures in an uncertain and complex environment. The second volume of Acuity discusses how we can make good decisions that maximise the chances of ending up with the outcome we want.

AcuityINSIGHT: Currency risk in portfoliosSo far in 2025, most major currencies have appreciated against the US dollar - from around 5% for the AUD to 17% for the SEK. The GBP has risen nearly 9%, and the EUR is up approximately 12% at the time of writing. This broad-based dollar weakness has brought currency risk back into sharp focus - pa

AcuityUS 'exceptionalism'In this issue, we explore the recent dominance of U.S. equities - particularly the extraordinary performance of the 'Magnificent Seven' tech firms - and assess whether this trend reflects a resilient economic reality or a potentially risky illusion. The analysis highlights how U.S. stocks have signi

AcuityINSIGHT: From letting to regrettingThis issue delves into the risks and rewards on offer for investors in the buy-to-let property market, when compared to traditional bond and equity portfolios. Whilst gross rental yields may seem compelling at first glance, initial, ongoing and borrowing costs erode returns and generally net yields

Acuity 2: Making Tough Decisions In An Uncertain World

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