Assessing Global Risks

As we approach year-end it is a good time to assess the outlook and some of the key issues facing the global economy. In this piece, I focus on the risks that lie ahead that could impact the outlook for markets and the behaviour of investors.

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What if Markets Take a Downturn?

Market conditions have been favourable this year. Volatility has been low and returns have generally been positive for investors. Throughout 2017 we've detailed our positive outlook for the global economy and asset markets alike. Yet while we continue to maintain this stance, here we share our advice to clients if we do experience a market correction.

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MiFID II is a new European directive that aims to increase protection for investors, create more transparency and improve how financial markets function. Here we explain what it means for Netwealth’s clients and how we are addressing the changes.

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There were two developments this week that are noteworthy for UK financial markets; One is the latest news from the Brexit talks and the second was the semi-annual release from the Bank of England of their Financial Stability Report.

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A Budget Roundup

Work in progress and still some way to go – that was my immediate take on the Budget. The good news was that the Chancellor recognised the need to position the UK for the great opportunities and significant challenges ahead. Despite this, far more needs to be done.

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How Herd Behaviour Affects Your Money

In the first of a new series on behaviour, we explore why we are not quite the independent thinkers we like to believe we are. People value safety in numbers. And while imitating the actions of others is sometimes a good thing, we should be aware of how making decisions without thoughtful analysis can have a negative impact on our finances.

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Thoughts Ahead of the Budget

This coming week is the second Budget of the year, the first of the new Parliament and the penultimate one before the UK leaves the EU in March 2019. The UK may prolong its tenure in the EU through a yet-to-be-agreed transition deal, but even so we are just over half-way through the Article 50 Process.

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Most of us are programmed to be afraid of taking too much risk. Yet when it comes to our money, not taking an appropriate amount of risk can be damaging to our wealth.

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As the dust settles on last week's interest rate increase from the Bank of England, what are the implications? The day after the rate hike both the FTSE 100 and the 250 indices closed at record levels. The latter is particularly impressive, as it covers many of the top companies focused on the domestic economy. It suggests the corporate sector is in good shape.

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The beginning of this week saw President Trump arrive in Japan to begin an extensive tour of the East Asia region. Following Japan he will visit South Korea, China, Vietnam and the Philippines.

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