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Why shorter-dated, high quality, hedged bonds?

This issue titled 'Why shorter-dated, high-quality, hedged bonds' looks at the three key choices investors face: how long to lend for, who to lend to, and should you hedge out currency risk. We provide three simple yet powerful graphical insights. You need to talk your way out of shorter-dated, higher quality, hedged bonds.

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2026: Looking backwards and forwards

Acuity2026: Looking backwards and forwardsIn this issue, we reflect briefly on 2025, focusing on several themes frequently raised by investors - most notably around the notion of an AI 'bubble'. The article places the past year's market returns within a longer term historical context.

The balancing act

AcuityThe balancing actThis issue looks at how the mix between bonds and stocks shapes long term outcomes. Using data from February 1979 to November 2025, the chart shows best, worst and average annual returns for portfolios ranging from 100% bonds to 100% stocks. Too little stock market risk and your portfolio may strugg

INSIGHT: Currency risk through a long term lens

AcuityINSIGHT: Currency risk through a long term lensFollowing the previous issue’s long-term view on markets, this issue applies the same lens to currency risk, examining the recent depreciation of the US dollar and what it means for globally diversified. Using a simple worked example and historical data, it highlights why currency fluctuations - whi

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Barnett Ravenscroft Wealth Management
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