Higher quality bonds in the spotlight

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There is an old adage in the investment world that ‘diversification is always having to say you are sorry’, as there is usually one (or more) parts of the portfolio that is a bit disappointing. Every asset class has its day in the spotlight, for good or for bad, at some point. Download Insight Issue

AcuityINSIGHT: Good outcomes: the result of a sensible processIt's well understood that past performance alone is no indicator of strong performance going forward. This Insight demonstrates that focusing on structure and risk exposures, rather than performance, leads to positive outcomes. It's important not to be performance-focused, but rather concentrate on

AcuityINSIGHT: If, and, then, but…This Insight takes the case of Evergrande - a Chinese property developer whose financial woes have caused some jitters in the market - and explains how news stories often get conflated by conditional probabilities of possibly linked events.

AcuityINSIGHT: Stock ownership: a slice of the pieThis short educational note focuses on some of the basic features of being a shareholder in public equity markets, which can sometimes be taken for granted when one is familiar with - and regularly invests in - model portfolios comprising equity funds.

Higher quality bonds in the spotlight

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