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Costs matter!

Whilst the headline 'Costs matter!' may seem obvious, in this issue we look at why some investors seem relaxed about letting others dip into their pockets for extra fees and illustrate what a material difference costs may make to final outcomes.

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INSIGHT: Take your risk in equities

AcuityINSIGHT: Take your risk in equitiesWith bond yields having risen considerably in recent years resulting in disappointing outcomes, investors may be tempted to take additional risk within their bond allocations in pursuit of higher returns. However, doing so can compromise the very characteristics that make bonds valuable within a div

INSIGHT: Looking beyond returns: Did the portfolio behave as intended?

AcuityINSIGHT: Looking beyond returns: Did the portfolio behave as intended?It can be tempting to judge an investment decision by its impact on recent returns. Yet a negative return does not necessarily mean the decision was a poor one. Different parts of a portfolio serve different purposes, and it is inevitable that some will perform less well at certain times. This issu

INSIGHT: Should I be worried about concentrated stock markets?

AcuityINSIGHT: Should I be worried about concentrated stock markets?From time to time, the financial media highlights the growing size of the world's largest companies and raises concerns that investors may be overly reliant on a small number of stocks. These discussions can sometimes lead to questions about the merits of market-capitalisation-weighted investing and

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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