Our Views on the Markets and the Economy

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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Let’s face it, the topic of fees is enough to send many of us to sleep. This may explain why the level of fees wealth managers typically charged went widely unquestioned for generations. And why a lack of transparency around the exact nature of these fees was rarely enough to rouse investors into taking action.

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Women’s wealth is rising, and the autonomy and sense of ownership women feel over their wealth is also growing.

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Women are becoming wealthier, and taking increased control of their wealth. Among the findings of a new Netwealth report is the discovery that nearly a third of UK women (29%), who are currently in or have been in a relationship, do not share any financial assets with their partner. This highlights a growing trend of financial autonomy among women as they look to accumulate, manage and preserve their wealth.

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Where is the most competitive global financial centre from the viewpoint of investors and shareholders? This is the focus of my new report for Netwealth, and which you can read in full here.

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