Our Views on the Markets and the Economy

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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What is happening in Japan? Japan’s economy does not receive as much international attention as it once did; the combination of China’s rise and two decades of relatively weak growth in Japan has seen to that. Yet it is the world’s third largest economy, and it has been at the forefront of spearheading unconventional monetary policy.

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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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