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Bonds - no pain, no gain

This issue seeks to put the small losses seen on shorter-dated high quality bonds in 2022 in a more positive light. Higher yields actually mean better longer-term returns for bond holders. In addition, steep yield curves in some markets provide the prospect - but no guarantee - of incremental 'roll down' returns. These small losses should be seen in the context of other longer-dated and lower quality bonds that have delivered materially worse outcomes in 2022.

Download Insight Issue

INSIGHT: Your adviser as your investment coachAcuityINSIGHT: Your adviser as your investment coachThis issue forms the first of a 7-part series. The first of this series introduces the topic of the important role an adviser brings to the investing experience and outcomes. It sets the scene and positions the fact that an investing journey should not be expected to come in straight lines. Patience
INSIGHT: A systematic approach to investingAcuityINSIGHT: A systematic approach to investingThis issue looks to explain - very simply - what a systematic approach to investing is, and why it is adopted. A systematic process applies to everything from the ongoing review process to the funds populating portfolios.
INSIGHT: Beware of unnecessary complexityAcuityINSIGHT: Beware of unnecessary complexityThe issue explains, in straightforward terms, how adding more funds doesn't always lead to greater diversification. Instead, it highlights the importance of focusing on the underlying investments inside each fund and ensuring they play a clear, purposeful role in a portfolio. The piece also touches
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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