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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: The slow process of building and spending wealthAcuityINSIGHT: The slow process of building and spending wealthThis issue provides perspective on short-term market falls (and returns lower than inflation) set against the slow, long-term process of spending wealth in retirement.
INSIGHT: A picture paints a thousand wordsAcuityINSIGHT: A picture paints a thousand wordsThis issue focuses on a simple chart which shows the extraordinary dispersion of returns of the 1,500 or so companies in the MSCI World Index. We tease out a few key insights, not least that the market has returned a small loss of 6% this year from within a range of stock outcomes from 164% to -88%
INSIGHT: Tips for unsettling timesAcuityINSIGHT: Tips for unsettling timesThere are countless examples of challenging social, political and economic periods throughout history. Today, as a global community we face Russia's brutal invasion of Ukraine, supply shocks as China continues its COVID lockdowns and soaring inflation rates exarcerbated by the rapid growth in money
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Barnett Ravenscroft Wealth Management
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