The Remarkable Impact of Lower Fees

At first glance, a small percentage of a saving in fees may seem negligible to many investors. However, over time, the impact of just over a 1% saving in fees can make a dramatic difference to an investment pot.

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Central Bank Update

After the recent political turbulence in Italy and the remarkable developments regarding US and North Korean relations, market focus returned to central bank policy this week, with important meetings being held in the US, Europe and Japan.

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On 4th June Netwealth hosted an event to discuss the benefits of pensions versus property. Here Gerard Lyons discusses the dynamics driving house price inflation.

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May 31st marked the second anniversary of the launch of the seven sterling-based portfolios. In both years, the performance of each of these portfolios has been ahead of wealth management peers.

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UK Economic Update: What Lies Ahead?

One of the many areas of current uncertainty for financial markets is what lies ahead for the UK economy. Recent economic data has been mixed. Such mixed data can sometimes be an indicator of a turning point for an economy.

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Escaping from the Italian Job

Last year, in spring, I was asked to speak at a conference in Italy on the shores of Lake Como: it was part of the global conference elite merry-go-round, hearing the same type of people saying similar things in different locations.

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Netwealth's Two-Year Update

In this video update, Netwealth CEO Charlotte Ransom tells chief economic strategist Gerard Lyons about the positive surprises in the first two years – and why increasing numbers of investors seeking better value and more intuitive technology are gravitating towards the online wealth manager.

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Currency Matters

How currencies behave can have a significant economic impact. They can also have an important influence on the performance of the savings and investment portfolios we offer to our clients. Netwealth clients can choose portfolios denominated in sterling, dollars or euro, or a combination of the three.

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At the end of April, on these pages I commented “If it was my decision, I would be tempted to leave rates on hold in May, as inflation is falling, growth is sluggish and sterling has recently strengthened.” Today the Bank of England announced their rate decision, alongside their latest read of the economy.

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Investors have been much more inclined to choose passive funds in recent years, with increasing awareness about the negative impact of high fees and publicly available figures on the long-term under-performance of active managers. However, a favoured opinion from proponents of active management is that active managers will outperform during a downturn.

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