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The Investment Committee - paddling hard beneath the surface

This issue is a short piece on how an Investment Committee works hard behind the scenes to make sure that client portfolios continue to remain robustly structured and likely to provide clients with the greatest chance of a successful investment journey. Often - after much analysis and discussion - that may mean making no changes.

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INSIGHT: The price of innovationAcuityINSIGHT: The price of innovationArtificial Intelligence (AI) continues to dominate headlines and investor attention in 2025. From chipmakers to software platforms, companies associated with AI are trading at elevated valuations, reflecting high expectations for future growth. But what does this mean for long-term investors? In th
INSIGHT: Currency risk in portfoliosAcuityINSIGHT: Currency risk in portfoliosSo far in 2025, most major currencies have appreciated against the US dollar - from around 5% for the AUD to 17% for the SEK. The GBP has risen nearly 9%, and the EUR is up approximately 12% at the time of writing. This broad-based dollar weakness has brought currency risk back into sharp focus - pa
US 'exceptionalism'AcuityUS 'exceptionalism'In this issue, we explore the recent dominance of U.S. equities - particularly the extraordinary performance of the 'Magnificent Seven' tech firms - and assess whether this trend reflects a resilient economic reality or a potentially risky illusion. The analysis highlights how U.S. stocks have signi
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