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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: Rolling, rolling, rollingAcuityINSIGHT: Rolling, rolling, rollingIn this latest issue, we help provide some perspective around the journey different investors can experience whilst getting to the same result based on the rolling period of their portfolio review. Periodic - but not too frequent - check-ins and maintenance of an investment portfolio is good practic
INSIGHT: Structured products - what you don't seeAcuityINSIGHT: Structured products - what you don't seeStructured products, although superficially appealing, the lack of insight into the chances that different outcomes will occur, (and the complexity of modelling outcomes) combined with high, hidden embedded costs makes them unattractive for long-term portfolios. This issue shows that such systematic
INSIGHT: Emotions and market timing are likely to be costlyAcuityINSIGHT: Emotions and market timing are likely to be costlyThis latest issue looks at the challenges of emotion and market timing. Recent evidence shows that net new flows into bond funds in the US is driven largely by recent bond market performance e.g., exhibiting huge outflows in 2022 after poor performance. A couple of our favourite quotes on the subjec
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