Our Views on the Markets and the Economy

Your life’s rhythm is probably quite smooth in your 40s but your cashflow could remain tight. While you are likely nestled on the property ladder, with growing children and reliable earnings, you may value extra freedom.

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Today we announce the completion of a third round of fundraising with new commitments of £10 million.

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Economic Update

Recent weeks have witnessed continued uncertainty and ongoing volatility across many financial markets. Not just in currency markets, as is often the case, but government bond and equity markets across the globe have experienced large swings, too.

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Introducing the Netwealth Wallet Card

Our research team has developed a simple way to demonstrate the potential impact of fees and costs over the years on your investments. We call it the 'Netwealth Wallet Card' and every savvy investor should carry one.

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Podcast with the Financial Times

Listen to our CEO Charlotte Ransom talk to Claer Barrett, Personal Finance Editor at the Financial Times about a new generation of financially independent women – and how this generational shift changes their needs and preferences as they gain more wealth.

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Thoughts on the Spending Review

The Chancellor of the Exchequer today delivered his Spending Review. The focus was only on government departmental spending, which constitutes a significant part but a minority of overall public spending.

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There are factors we can’t control when investing, but note how much of a difference it makes when we pay attention to the factors we can influence. 

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Rather than individual investors trying to pick the right stocks, the best investment vehicle or most promising region, they should instead focus on an aspect of investing that could make the biggest difference to long-term returns: staying invested.

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How the Seven Deadly Sins Affect Investors

The universe of potential investment shortcomings can challenge belief. So we thought we would narrow the range and focus merely on how the ‘seven deadly sins’ can affect what investors want to achieve.

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Global Slowdown

Is the global economy heading for a recession? That is the big worry for financial markets. Equity markets have become more volatile and now a significant proportion of global government debt has negative yields.

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