Our Views on the Markets and the Economy

We sometimes get asked, “If you are passive investors, why don’t I just invest in passive funds and ETFs directly myself?” We’d like to explain the benefits of choosing a wealth manager like Netwealth to manage your money for you.

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Yes to Aramco. No to Unilever. This is one interpretation of developments over the last year regarding stock market listings in London.

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Advances in technology touch all of our lives, but the world of wealth management often seems like it is stuck in the stone age. A new survey on investor preferences and habits – conducted by YouGov on behalf of Netwealth – asked investors which aspects of technology they would value the most to help them manage their money.

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Investors now value transparency of fees above all other factors when choosing who to manage their money – an attribute that has helped to shape Netwealth since we launched our wealth management service two years ago.

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Global Equity Outlook

“Sell in May and go away,” used to be the saying in the UK stock market many decades ago. Admittedly, that was reinforced by the expectation that little of note would happen over the summer months. How times have changed, as now 24/7 global news means it is rarely possible to switch off.

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Yes to Aramco. No to Unilever. This is one interpretation of developments over the last year regarding listings on the London market.

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Half of investors are not sure about all the fees they are being charged by their wealth manager, research carried out for Netwealth by YouGov shows.

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Anything that makes personal finance easier is a bonus. A helpful way of thinking about our assets is to manage them across three hypothetical pots.

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The Remarkable Impact of Lower Fees

At first glance, a small percentage of a saving in fees may seem negligible to many investors. However, over time, the impact of just over a 1% saving in fees can make a dramatic difference to an investment pot.

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Central Bank Update

After the recent political turbulence in Italy and the remarkable developments regarding US and North Korean relations, market focus returned to central bank policy this week, with important meetings being held in the US, Europe and Japan.

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