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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: The majority of fund managers do not win at investing

AcuityINSIGHT: The majority of fund managers do not win at investingIncreasingly, investors are becoming aware that investing costs really matter. Perhaps fewer know that the majority of active fund managers who promise to beat the market fail to deliver on that promise.

INSIGHT: All together now: ‘Costs really matter’

AcuityINSIGHT: All together now: ‘Costs really matter’Despite years of pressure from the likes of Vanguard, a large gap still exists between the relative costs of index funds and those of judgemental (active) managers. Using primary data, we examine those differences for all open-end UCITS funds/ETFs available to UK investors. Over time, costs make a b

INSIGHT: The unhelpful noise of short-term performance

AcuityINSIGHT: The unhelpful noise of short-term performanceThis issue of Insight takes a look at the temptations and challenges of short-term performance noise and looks at two high media profile performance-driven examples. Picking winners is extremely challenging.

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Barnett Ravenscroft Wealth Management
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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.