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SpaceX IPO through a systematic lens

In this issue we look at the upcoming IPOs of major private companies such as SpaceX, Anthropic, and OpenAI.

In particular, we address some common misconceptions around index inclusion and portfolio impact. Expectations of immediate, large index weights may be overstated, especially given the relatively modest free floats expected at IPO.

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INSIGHT: Keeping UK politics in perspective

AcuityINSIGHT: Keeping UK politics in perspectiveWith the recent changing of the guard in Downing Street, something that has become relatively common over the past decade, the financial media often focus on what this might mean for investors' portfolios. In this issue, we set out the clear distinction between what is happening in UK politics and w

INSIGHT: Stocks: a slice of the pie

AcuityINSIGHT: Stocks: a slice of the pieFollowing on from the previous 'Back to Basics' issue on bonds, this issue explores the other major building block of most investment portfolios: stocks. The article highlights some of the evidence behind sensible equity investing, including why owning a broadly diversified portfolio can be a more r

INSIGHT: Bonds: the basics

AcuityINSIGHT: Bonds: the basicsThe first in the back to basics series explores bonds, explaining what they are, how they work, why they are often described as fixed income, and the types of bonds typically included in sensible investment portfolios.

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