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: Leverage: not without riskLeverage, often referred to in investing as a ‘double-edged sword’, is another word for borrowing money to own more of an asset. In this issue we take a brief look at why our default approach is to invest in unlevered long-only strategies.

AcuityINSIGHT: The dilemma of trying to do the right thingIn this issue of Insight we take a look at the difficulties in what on the surface may seem like positive personal lifestyle changes, and see that complex problems rarely have simple, binary choices.

AcuityINSIGHT: Lessons from the last yearAs an investor one is always learning. In the past twelve months, we have been reminded of some useful lessons that can – hopefully – make us all better investors. In this issue we take a look at several key lessons which stand out for us.

Higher quality bonds in the spotlight

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