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Cash rates and portfolio returns

As systematic investors, we seek to continually challenge the process in order to maintain a solution which we feel gives us the best ability to meet our financial goals, as and when they come due. We understand that trying to predict the time and direction of market movements over shorter time periods is a fool’s errand. Any change in portfolio structure or investment approach, therefore, must be guided by a change in the evidence or our investment goals.

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INSIGHT: Markets and the Middle EastAcuityINSIGHT: Markets and the Middle EastWith recent events in the Middle East, for this issue of Insight we will take a short interlude from our planned series of 'Your Adviser As Your Investment Coach' to bring you this release, one which we hope you will find reassuring, informative and also helpful when discussing recent events.
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.
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Barnett Ravenscroft Wealth Management
13 Portland Road, Birmingham B16 9HN

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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