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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: 2022 - Looking backwards and forwards

AcuityINSIGHT: 2022 - Looking backwards and forwardsIn this issue we highlight the very strong returns in growth assets in 2021, including a small value premium in developed markets and material size and value premia in emerging markets. We remind clients of the incredible returns they have received in the past 10 years where global equity markets (D

INSIGHT: Plan for the worst, hope for the best

AcuityINSIGHT: Plan for the worst, hope for the bestIn 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 abo

INSIGHT: Markets make managers

AcuityINSIGHT: Markets make managersIn this issue we look at the return distribution of active fund managers, the power of market returns and the the clustering of the best performing funds in a specific stye - in this case growth. Right place, right time! Next time, the market wave will likely wash up another style as the short-term

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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