Our Views on the Markets and the Economy

European Political Update

Over the last few days there have been three significant events in European politics: the much anticipated Italian elections; the agreement on a new Grand Coalition in Germany; and the UK Prime Minister giving a major key note speech on Brexit that has been widely interpreted as providing greater clarity on what the UK would like a final deal with the EU to look like.

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What should we make of the UK’s economic performance and outlook? Just as Brexit seems to dominate so much of the political discourse it also exerts its influence over many aspects of the economic debate, with indicators all too often interpreted in terms of what they imply for the Brexit debate.

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Insight on ETFs

At Netwealth, we constantly focus on the best ways to build portfolios to deliver the investment performance that clients expect from us. We invest directly in individual securities where appropriate and in daily priced funds. We also invest in another type of fund called exchange traded funds, which are commonly referred to as ETFs.

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A period of calm appears to have descended upon financial markets following the significant equity market adjustment witnessed in February. So where should the focus of attention be now?

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Happy Chinese New Year. This is the year of the dog, which we are told will bring many great things. The trouble is, each year we are informed that every one of the twelve different animals of the zodiac will deliver its own mix of prosperity, health or happiness. Let’s hope so.

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The Single Biggest Mistake that Investors Make?

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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For many top athletes and those driven to succeed, a common mantra is to “control the controllables”. While understanding the impact of things out of your control makes sense, focusing on the things you can influence is a smart way of thinking about investing for the long term.

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The start of 2018 has focussed attention on a number of issues, including the strength of the world economy, triggering a debate about whether inflation could return. Alongside this, markets have become concerned about how much monetary policy might be tightened this year.

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For many top athletes and those driven to succeed, a common mantra is to “control the controllables”. While understanding the impact of things out of your control makes sense, focusing on the things you can influence is a smart way of thinking about investing for the long term.

Continue reading

Lessons from the Global Economy in January

After the first month of 2018 what are the lessons we should take away? First, and foremost, confidence about the global outlook has improved significantly.

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