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Lessons from the last year

As 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.

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INSIGHT: Good outcomes: the result of a sensible process

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

INSIGHT: If, and, then, but…

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.

INSIGHT: Stock ownership: a slice of the pie

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.

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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