Our Views on the Markets and the Economy

Day in the Life of a Portfolio Manager

A lot goes in to managing money responsibly. A major part of it is ensuring that where we decide to invest stays on track – to help our clients meet their goals for the level of risk that is acceptable to them. Portfolio manager Simon McConnell reviews a typical day.

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A consequence of recent market volatility has been heightened attention on whether equity markets are due a major correction. Therefore, we feel it is an appropriate time to provide answers to questions which may be particularly relevant to investors.

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How to Prepare if Markets Take a Downturn

After the relative calm of the Summer months, market volatility has picked up again in October. While we remain positive on the long-term outlook for both the global economy and asset markets alike, here we share our thoughts on being prepared – and what to do if we experience a market correction.

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Bali’s Growth High

I have been to Bali twice. Once was on honeymoon. The other time was to give a keynote speech at the Asian Development Bank annual meeting that was taking place there. It is far better suited to holidays and romance than finance and banking.

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Brexit and the UK Economy

This note focuses on Brexit and the UK economy. The key message is that we, as managers of Netwealth portfolios, continue to closely assess this area, and likely consequences. Naturally, no-one has a crystal ball, particularly when it comes to the political, economic and financial interactions that are possible, but we can assess the risks, opportunities and likely consequences in a logical way.

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Portfolio Update: Emerging Markets

A lot of investor attention this year has been focused on the so-called Emerging Markets, which represent less mature, developing economies. Here, we summarise our take on what has occurred so far this year, its impact on Netwealth portfolios and give our assessment for the future outlook.

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Various factors will typically be out of your control when you invest – such as market performance and volatility, inflation and your life expectancy – but focusing on four key things you can influence is a smart way of thinking about investing for the long term.

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Cognitive and emotional biases often prevent us from making the most of our money – but which regularly do us the most harm?

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The Importance of Financial Education

To embark on any journey successfully usually requires a well thought out plan. If the destination is a comfortable financial future, we should have a good understanding of the best paths to take.

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Quick Thoughts on Inflation

UK inflation came in higher than expected in August. In this video, our chief economic strategist Gerard Lyons explores the implications – for the economy and for savers and investors.

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