Our Views on the Markets and the Economy

At the end of last week, I spoke at two global conferences: one was the Global Financial Conference 2019 in Seoul where I spoke alongside the former Chief Economist of the IMF, Maurice Obstfeld, and then on the Shores of Lake Como, at what the Daily Telegraph called the “euro Davos”, featuring the Italian business elite and policymakers from around the world.

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For many investors, their main priority is to generate and sustain a consistent income. This is usually in retirement, but it can be valuable at any stage in life. Of course, having a regular income is one thing, but how do you ensure that you can make it last?

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How to Invest Unsuccessfully

We are often overwhelmed with thoughts and strategies about how to invest wisely, but there is also considerable value in knowing what to avoid when investing.

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Around this time each year there is rightly a great deal of attention on the benefits of ISAs before the new tax year starts. Yet adults are not the only ones to benefit – the tax-free advantages for children can also add up considerably when they use a Junior ISA (JISA) to save for their future.

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Economic Update

Where are we now? For Western economies, the 2008 Global Financial Crisis was a game changer. It ushered in a period of low growth and low inflation. This led to fears of ‘secular stagnation’, the worry being that economies would not be able to break out of this cycle.

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How to Live Comfortably for Longer

The chances are, you will live longer than your ancestors. Potentially, much longer. This is most likely a good thing – but how do you ensure you don’t run out of money?

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Taking advantage of the tax benefits of a pension could be the boost you need to achieve your retirement goals. Yet it may be worth reassessing your pension to see if you can further improve on the benefits and its potential to help deliver a comfortable life later on.

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What is a strategic asset allocation? And what are the objectives associated with this when creating Netwealth portfolios? Watch our Head of Portfolio Management, Iain Barnes, answer these questions and explore the topic further during an Akademia Asset TV panel session.

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Today the Chancellor delivered his Spring Statement. While the future plans outlined in the Statement may yet be overshadowed by the political uncertainty over Brexit, the current picture of a solid improvement in the public finances is there for all to see.

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In any financial plan cash plays an important role. It is liquid (you can always get access to it) and because it doesn’t fluctuate in value like other investments it can provide certainty when you most need it.

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