Our Views on the Markets and the Economy

Day in the Life of a Financial Adviser

Ensuring our long-term financial plan is appropriate for our circumstances requires a lot of forethought and consideration. The right advice at the right time goes a long way to helping us meet our goals in life. Financial adviser Tom Kimche explains how on a typical day he works with clients to help them stay on track.

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In addition to our core sterling denominated portfolios, we also run seven risk levels denominated in both euro and US dollars. These are usually held by clients who either see their domestic currency as something other than sterling, or who specifically prefer to diversify their exposure more clearly to international assets.

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Out with the Old, In with the New

As a new year begins, find out how a fresh approach to wealth management could make a meaningful difference to your finances.

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Articles of the Year

We have published a wide range of articles this year in the Our Views section of our website – on topics as varied as the UK and global economy, financial planning, investing and how investors behave. The pieces below have been read and shared the most.

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The Unorthodox Teens: A Review of the Decade

The “unorthodox teens”. This is one way to describe the decade that is just drawing to a close. The beginning of the decade was marked by considerable economic uncertainty, largely because of what had just happened. The first decade of this century had already witnessed the end of the ‘Great moderation’. That was followed by the ‘Great crash mark 2’ in terms of the 2008 Global Financial Crisis and then the ‘Great recession’ of 2009, when the global economy contracted for the only time since the Second World War. Yet few view that decade as Great.

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Post-Election Outlook

Financial markets have responded positively to two key events this week: another hint from the White House that a trade deal with China is close and a convincing victory for the Conservative Party in the UK general election. Signalled as a sign of renewed confidence in UK growth, sterling has continued its move higher against other major currencies, including the dollar, and now sits at its highest level against the euro since the EU Referendum in 2016.

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2020: A Look Ahead

On Monday, November 25th we held our final event of the year at the spacious new headquarters of the British Olympic Association near London’s BT Tower – and close to Netwealth’s offices. Despite the miserable night, it was a full house. Visitors were keen to hear about how we can make a difference for them, how we invest and our thoughts about the economic and investment climate.

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This has been an election campaign focused on Brexit and plans for fiscal spending. We believe a hung Parliament would lead to limited new tax legislation being approved due to the divergence in policies across the major parties. So let’s consider some of the key tax categories and the potential impact if there is either a Conservative majority or left-of-centre coalition.

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It’s not uncommon for organisations to allow families to club together to earn generous discounts: consider the Network Railcard, National Trust family memberships and the multi-user options on streaming service Netflix. Yet those who want to save or invest as a family have been poorly served by the traditional wealth management industry.

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New investment ideas frequently gather traction. They saturate the media as industry chroniclers assess their merits and analyse their credentials. Yet while a ‘trendy’ investment can produce decent returns, are the rewards worth the risk?

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