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, with some even claimimg it could be a new Lehman Brothers moment - and explains how news stories often get conflated by conditional probabilities of possibly linked events. It is impossible to know which of these events might trigger a major market fall and position a portfolio accordingly. If it were easy, the market would already have fallen!

Download Insight Issue

AcuityINSIGHT: Your adviser as your investment coachThis issue forms the first of a 7-part series. The first of this series introduces the topic of the important role an adviser brings to the investing experience and outcomes. It sets the scene and positions the fact that an investing journey should not be expected to come in straight lines. Patience

AcuityINSIGHT: A systematic approach to investingThis issue looks to explain - very simply - what a systematic approach to investing is, and why it is adopted. A systematic process applies to everything from the ongoing review process to the funds populating portfolios.

AcuityINSIGHT: Beware of unnecessary complexityThe issue explains, in straightforward terms, how adding more funds doesn't always lead to greater diversification. Instead, it highlights the importance of focusing on the underlying investments inside each fund and ensuring they play a clear, purposeful role in a portfolio. The piece also touches

If, and, then, but...

Quick links

Contact us