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Markets and the Middle East

With 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.

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INSIGHT: Looking beyond returns: Did the portfolio behave as intended?

AcuityINSIGHT: Looking beyond returns: Did the portfolio behave as intended?It can be tempting to judge an investment decision by its impact on recent returns. Yet a negative return does not necessarily mean the decision was a poor one. Different parts of a portfolio serve different purposes, and it is inevitable that some will perform less well at certain times. This issu

INSIGHT: Should I be worried about concentrated stock markets?

AcuityINSIGHT: Should I be worried about concentrated stock markets?From time to time, the financial media highlights the growing size of the world's largest companies and raises concerns that investors may be overly reliant on a small number of stocks. These discussions can sometimes lead to questions about the merits of market-capitalisation-weighted investing and

INSIGHT: You don’t need bonds… until you need them

AcuityINSIGHT: You don’t need bonds… until you need themThis issue explores bonds and their roles in a sensible portfolio, particularly in light of recent media attention on things like US Treasury yields reaching long-term highs. Whilst the politics and debate around government debt levels sit outside of the scope of this release, the issue does revisit

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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