Our Views on the Markets and the Economy

Are We in a Bear Market for Bonds?

Are we in a bear market for bonds? And if so, what does this mean? The start of the year has begun much as 2017 finished: with generally positive economic data across the globe, and in turn more optimism about the outlook…

Continue reading

There have long been claims that markets are influenced by what is known as the ‘January effect’ – the notion that share prices act more bullishly in the first month of the year.

Continue reading

Today the Financial Times provides the results of its annual survey of UK economists. The main message is that economists are cautious about prospects in the year ahead, largely because of the uncertainty associated with Brexit.

Continue reading

Numbers of the Year

Here are some of the important numbers for 2017, and some numbers we found interesting.

Continue reading

Outlook for 2018

LSD: is this the economic drug that will keep the financial market outlook constructive in 2018?

Continue reading

Amid the hoopla over the recent meteoric Bitcoin price rise – from $968 at the end of 2016 to over $16,500 on 11 December 2017 – some are now questioning whether the cryptocurrency should be taken more seriously.

Continue reading

Assessing Global Risks

As we approach year-end it is a good time to assess the outlook and some of the key issues facing the global economy. In this piece, I focus on the risks that lie ahead that could impact the outlook for markets and the behaviour of investors.

Continue reading

What if Markets Take a Downturn?

Market conditions have been favourable this year. Volatility has been low and returns have generally been positive for investors. Throughout 2017 we've detailed our positive outlook for the global economy and asset markets alike. Yet while we continue to maintain this stance, here we share our advice to clients if we do experience a market correction.

Continue reading

MiFID II is a new European directive that aims to increase protection for investors, create more transparency and improve how financial markets function. Here we explain what it means for Netwealth’s clients and how we are addressing the changes.

Continue reading

There were two developments this week that are noteworthy for UK financial markets; One is the latest news from the Brexit talks and the second was the semi-annual release from the Bank of England of their Financial Stability Report.

Continue reading