Our Views on the Markets and the Economy

What Makes Netwealth Different?

For generations wealth managers have operated within a comfortable and unchallenged niche: they would invest money on behalf of their clients and update them of their progress once a year. A kind of “don’t bother us and we won’t bother you” approach to wealth management.

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At the recent Master Investor show, Netwealth CEO Charlotte Ransom spoke to Peter Higgins, Managing Director at CONKERS3 Ltd, about why the outdated wealth management industry led to her co-founding Netwealth.

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Investors are increasingly restless. Like many aspects of life, how our money is managed and invested is experiencing major changes. The new EY 2019 Global Wealth Management Research Report examines what these shifts mean in detail. At Netwealth we are pleased to say that we already address many of the concerns and challenges that modern investors face.

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UK Update

The world economy has slowed and markets appear divided about what lies ahead; equities anticipating stabilisation and then recovery, helped by the recent shift in global monetary policy towards easing. This outlook is also reflected in consensus thinking and was evident in the recent half-year forecasts from the International Monetary Fund.

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The benefits of replenishing your ISA earlier in the year can have a significant impact on the level of wealth you accumulate over time.

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The Prospects for Inflation

What is happening to inflation? Ahead of the global financial crisis of 2008, the acronym that was often heard in policy circles was NICE: no inflation, continuous expansion. Despite strong growth at that time, inflation was low. That period highlighted an important lesson that has held since – namely despite cyclical factors, there were a number of longer-term structural factors restraining inflation and keeping it subdued.

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Webinars are a valuable and interesting way for us to get relevant in-depth information about subjects which matter to us. If you want to get-up-to-speed quickly about topics which make a difference to your finances, click on the screenshots below and start watching.

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The Easter season is associated with many things, one of which is a time to reflect. From an economic and financial markets perspective, it is certainly a good time to reflect, and in turn, to weigh up the pluses and minuses of where we find ourselves.

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Asset allocation is the practice of deciding which assets to invest in, and where. It is driven by the need to diversify, one of the unshakeable mantras of investing. At Netwealth we allocate capital globally – to better protect wealth and to best position investors to achieve returns which meet their investment goals.

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At the end of last week, I spoke at two global conferences: one was the Global Financial Conference 2019 in Seoul where I spoke alongside the former Chief Economist of the IMF, Maurice Obstfeld, and then on the Shores of Lake Como, at what the Daily Telegraph called the “euro Davos”, featuring the Italian business elite and policymakers from around the world.

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