Our Views on the Markets and the Economy

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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Global financial markets are increasingly influenced by events in China. This is, perhaps, no surprise. Its emergence has been one of the main economic stories of the last 30 years – already it is the world’s second biggest economy.

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‘Past performance is not an indicator of future returns’. We often see variants of this phrase in investment materials but it should not be viewed simply as legal gibberish – it should underpin how we think about investing. Nothing is guaranteed.

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What Next for the UK?

What lies ahead for the UK and what are the key issues? For financial markets, UK politics and Brexit still occupy centre stage.

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When investing for your future, taking advantage of the tax benefits of an ISA could be the boost you need to achieve your goals. However, you can further improve on these benefits and the potential of ISAs to offer protection for your savings.

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Market Update

So far 2019 has demonstrated a dramatic change in sentiment for financial markets. Bond prices have rallied significantly since last autumn, with yields much lower, and this in turn has provided a favourable underpinning for share prices across the globe, including the UK.

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Having too much cash may seem like a nice problem to have, but holding too much of our wealth in cash – like in a Cash ISA, or bank account – could be an issue. In fact, we can use the term ‘reckless caution’ to illustrate the dangers of playing it too safe with our finances.

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