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Investing using the rearview mirror

If we could invest by simply looking at what has done well in the recent past - and by that we mean the past few years, not just months - then life would be so much simpler. Unfortunately, rearview mirror investing is not the best way to build portfolios for the future, which is where our spending and intergenerational transfers will take place.

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INSIGHT: Uneasy lies the head that wears a crown

AcuityINSIGHT: Uneasy lies the head that wears a crownModern society loves a ‘star rating’. Most know what to expect if they book a 5-star hotel stay for a business trip when compared to a 3-star bed-and-breakfast for a weekend away. The investment field is no different, with many institutions offering their own spin on star ratings. We look at why the

INSIGHT: Coconuts versus sharks

AcuityINSIGHT: Coconuts versus sharksWhilst most of us would not think twice about the risks of sitting under a coconut tree whilst on a paradise island, we may worry far more about taking a dip in the sea for fear of a shark out there looking for lunch. But are we fixating on the wrong risks?

INSIGHT: Leverage: not without risk

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.

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Barnett Ravenscroft Wealth Management
13 Portland Road, Birmingham B16 9HN

Barnett Ravenscroft Wealth Management is a trading name of Barnett Ravenscroft Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority and is Registered in England No. 4013532 VAT registration No. 922808914.