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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: Your adviser as your investment coach - Part 4AcuityINSIGHT: Your adviser as your investment coach - Part 4We’re pleased to share our latest Insight issue, the fourth instalment in the Your adviser as your investment coach series: Maintaining the efficacy of the portfolio.
INSIGHT: Your adviser as your investment coach - Part 3AcuityINSIGHT: Your adviser as your investment coach - Part 3The third instalment in our series Your adviser as your investment coach: Build a robust portfolio for all seasons explores how the Investment Committee evaluates asset classes for inclusion in client portfolios. In this issue, we examine the role each asset class plays in constructing a well-divers
INSIGHT: Your adviser as your investment coach - Part 2AcuityINSIGHT: Your adviser as your investment coach - Part 2The Investment Coach series returns with Part 2: Establish Your Guiding Principles. This issue introduces the core principles behind a sensible approach to investing, using the latest results from SPIVA’s US 2025 Year-End Scorecard to illustrate the key points.
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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