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Plan for the worst, hope for the best

In this Insight we look at the diversification benefit offered through tilting portfolios to value and size. We examining the absolute worst periods for protection of purchasing power for investors over what is nearing a century of market returns. Structuring a sensible portfolio, being diligent about rebalancing, and controlling emotions will lead most toward a successful investing experience.

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INSIGHT: Investing guided by evidenceAcuityINSIGHT: Investing guided by evidenceThis issue provides insight into what it means to be an evidence-based investor and offers examples of evidence that underpins a sensible investing approach.
INSIGHT: Keeping UK politics in perspectiveAcuityINSIGHT: Keeping UK politics in perspectiveWith the recent changing of the guard in Downing Street, something that has become relatively common over the past decade, the financial media often focus on what this might mean for investors' portfolios. In this issue, we set out the clear distinction between what is happening in UK politics and w
INSIGHT: Stocks: a slice of the pieAcuityINSIGHT: Stocks: a slice of the pieFollowing on from the previous 'Back to Basics' issue on bonds, this issue explores the other major building block of most investment portfolios: stocks. The article highlights some of the evidence behind sensible equity investing, including why owning a broadly diversified portfolio can be a more r
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13 Portland Road, Birmingham B16 9HN

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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