Our Views on the Markets and the Economy

Netwealth's Two-Year Update

In this video update, Netwealth CEO Charlotte Ransom tells chief economic strategist Gerard Lyons about the positive surprises in the first two years – and why increasing numbers of investors seeking better service, value and more intuitive technology are gravitating towards the online wealth manager.

Watch video

At Netwealth, our ambition is to deliver attractive portfolio performance over the medium-to-long-term to give our clients the best chance of meeting their investment goals.

Continue reading

Currency Matters

How currencies behave can have a significant economic impact. They can also have an important influence on the performance of the savings and investment portfolios we offer to our clients. Netwealth clients can choose portfolios denominated in sterling, dollars or euro, or a combination of the three.

Continue reading

At the end of April, on these pages I commented “If it was my decision, I would be tempted to leave rates on hold in May, as inflation is falling, growth is sluggish and sterling has recently strengthened.” Today the Bank of England announced their rate decision, alongside their latest read of the economy.

Continue reading

Investors have been much more inclined to choose passive funds in recent years, with increasing awareness about the negative impact of high fees and publicly available figures on the long-term under-performance of active managers. However, a favoured opinion from proponents of active management is that active managers will outperform during a downturn.

Continue reading

Volatility is back this year. While portfolios may take a few hits, investors unlikely to be felled by a knockout blow.

Continue reading

The Policy Paradox

In the wake of the financial crisis, the phrase “economic paradox” was used to describe unfolding events. What was it? The paradox was how could a crisis triggered by low rates, ample liquidity and too much debt be addressed by… lower rates, more liquidity and even more debt?

Continue reading

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

Continue reading

Fears Surface Over Weaker Global Growth

Fears of a slowdown in the world economy have resurfaced during the first few months of this year. The signs of a slowdown are, as yet, tentative, and not evident in the bulk of the global data, but they need to be monitored closely.

Continue reading

Prepare to Live Longer

“Old age is like everything else. To make a success of it, you've got to start young.” This wisdom from former American president Theodore Roosevelt may resonate with more of us as we face retirement – especially as that timeframe is getting longer.

Continue reading