Our Views on the Markets and the Economy

Our research team has developed a simple way to demonstrate the impact of fees over the years on one's investments. We called it the 'Netwealth Wallet Card' and every savvy investor should carry one.

Continue reading

The IMF’s Outlook for Global Growth

Away from the focus on politics in the UK or France, it is important to not lose sight of the latest developments in the global economy. The world economy is growing at a solid pace. This is best reflected in the fact that at its recent spring meetings in Washington, the International Monetary Fund (IMF) revised up its forecasts for global growth.

Continue reading

European asset markets breathed a sigh of relief this morning reflecting yesterday’s announcement of the results of the first round of the Presidential election. Equity markets and in particular bank stocks rallied significantly, the euro strengthened and bond spreads narrowed markedly in early trading on Monday as it became evident that a run off between the far-left candidate Mélenchon and Madame Le Pen from the far right wasn’t going to eventualise and the favourite candidate to be elected president is the centrist Emmanuel Macron.

Continue reading

What should investors and savers make of Theresa May’s decision to call a snap General Election? June 8th is just over seven weeks away, but as the saying goes, a week is a long time in politics.

Continue reading

In February, we introduced the main candidates of the upcoming French presidential election and their policies, detailed the nuances of the French electoral system and identified outcomes that could result in significant financial market impact.

Continue reading

At the beginning of the year, in our forecast that was included in the FT’s Year Ahead Survey, we were among the more optimistic about the UK. Then, we saw the economy growing just over 2% versus 2.2% last year. We expected the pace of growth to slow during the year, with growth next year weaker than this. This remains our view, and our forecasts are unchanged. In contrast, market sentiment has shifted very much towards our way of thinking.

Continue reading

The new tax year has arrived and with it comes the latest shake-up of the Government’s tax and Isa regime and the launch of the new Lifetime Isa. Below we have detailed the key changes to be aware of.

Continue reading

So far, so good but there is a long way to go. That is my assessment of the Brexit path we are taking. Brexit offers a fantastic opportunity for the UK to reposition itself in the changing global economy and to address issues that came to the fore during the Referendum campaign. 

Continue reading

Keeping Abreast of Geopolitical Issues

This note focuses on some of the political and geopolitical issues ahead. On the domestic front, the main focus has to be the negotiations with the EU. Last week saw the triggering of Article 50 by the UK and the immediate response by the European Union. The bureaucratic and political wheels are thus already in motion, with every turn likely to attract media attention, with the potential to influence the market.

Continue reading

All investors would jump at the chance to reduce their annual fees; now it may be possible for them to do just that and offer the same advantage to other family members or friends.

Continue reading