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Who let the dogs out?

In Bestinvest's 2021 'dogs' list the Dimensional Emerging Markets Core Fund was highlighted, which at the time raised a few comments. We roll forward to today and see what happened and why blunt short-term performance analysis can be dangerous to client wealth.

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INSIGHT: Rolling, rolling, rolling

AcuityINSIGHT: Rolling, rolling, rollingIn this latest issue, we help provide some perspective around the journey different investors can experience whilst getting to the same result based on the rolling period of their portfolio review. Periodic - but not too frequent - check-ins and maintenance of an investment portfolio is good practic

INSIGHT: Structured products - what you don't see

AcuityINSIGHT: Structured products - what you don't seeStructured products, although superficially appealing, the lack of insight into the chances that different outcomes will occur, (and the complexity of modelling outcomes) combined with high, hidden embedded costs makes them unattractive for long-term portfolios. This issue shows that such systematic

INSIGHT: Emotions and market timing are likely to be costly

AcuityINSIGHT: Emotions and market timing are likely to be costlyThis latest issue looks at the challenges of emotion and market timing. Recent evidence shows that net new flows into bond funds in the US is driven largely by recent bond market performance e.g., exhibiting huge outflows in 2022 after poor performance. A couple of our favourite quotes on the subjec

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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