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Anchors aweigh

It has been some time since we have had questions around why the FTSE 100 is doing relatively well, but things can change quickly in investing. In this note we outline a couple of biases that investors face when assessing their portfolio returns, 'anchoring' and 'recency bias'. Both are very important when assessing the FTSE 100 against a well diversified portfolio (of which the FTSE 100 is not!).

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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