Our Views on the Markets and the Economy

As the investment landscape evolves, charities are adapting. This is often a proactive choice by trustees, or sometimes circumstances may compel them to review who manages their funds.

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As the star fund manager culture implodes, we look at how the investment approach of a challenger wealth manager such as Netwealth offers a more sensible and consistent trajectory to help investors achieve their goals.

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UK Update

What is happening to the UK economy and what are the policy and market implications?

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Keeping Your Wealth Safe from Scammers

The threat of scammers is very real. In February, our regulator the Financial Conduct Authority (FCA) issued a public warning to consumers highlighting that over £197m had been reported in losses due to investment scams during 2018 alone.

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The world of wealth management has often been shrouded in mystery – radiating an aura of exclusivity where the levels of transparency don’t quite match the premiums charged for managing your money.

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The world economy is slowing, but how weak is it and what does it mean for us? Twice in recent years, financial markets have been caught unawares. The first time, during 2016, was when markets failed to anticipate the pick-up in global growth.

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May 31st marked the third anniversary of the launch of the seven sterling Netwealth portfolios. We are very pleased with the performance of these portfolios, whose holdings range from conservative exposures via short-dated bonds to diversified allocations to global equity markets in accordance with their profiles of risk.

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Even if retiring soon is not on your agenda, preparing suitably for it should be. These sensible steps can help you see if you are on track to achieve your meaningful goals, and what to consider if you want to live in more comfort for longer.

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A New Era of Trading Blows

Occasionally there are moments that trigger a significant shift, or reinforce existing fears. One of these may have occurred on Friday. Time will tell. President Trump’s decision to initiate trade sanctions against Mexico, and the threat to escalate them further, was unexpected.

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UK Growth Outperforms the Pessimists

The UK looks set to grow at a modest pace this year. Its outlook is influenced heavily by the interaction between the fundamentals, policy and confidence.

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