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Stock ownership: a slice of the pie

This 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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INSIGHT: The slow process of building and spending wealth

AcuityINSIGHT: 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 words

AcuityINSIGHT: 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 times

AcuityINSIGHT: 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

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