Our Views on the Markets and the Economy

Tech and the City

This is part of a keynote speech given by Gerard Lyons on Tuesday 20th March, hosted at the offices of ICBC Standard Bank, coinciding with London Innovate Finance Week. This part of the speech explores the City and technology, and the wider technology issues that are likely to impact the world of finance.

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Sensible Steps to Boost an ISA

When investing for your future, ignoring the tax advantages of an ISA is like releasing banknotes into a storm – but you can improve on their potential to provide shelter.

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Preventing a Trade War

The week began with the meeting in Buenos Aires of the Central Bank Governors and Finance Ministers of the Group of Twenty (G20). This group includes the bulk of the world’s leading economies. The chair of the G20 rotates each year – this year it is Argentina. The areas of G20 focus are effectively determined by global events and by a troika of the previous, current and next chair. This year that includes Germany (chair in 2017), Argentina and Japan (chair next year).

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Spring Statement

Today the Chancellor Philip Hammond presented his first Spring Statement in which he updated us on latest developments in the economy and the public finances. This Statement is in place of the annual Budget which is now occurring in the autumn. Here is our assessment of today’s Statement.

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Women & Wealth: No longer Just a Man’s Game?

It is 100 years since women earned the right to vote. Since then, progress has been steady with 56% of UK university admissions in 2017 being female, FTSE 350 boards having 25% female representation, a focus on gender balanced executive teams and finally a long overdue spotlight on the gender pay gap.

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European Political Update

Over the last few days there have been three significant events in European politics: the much anticipated Italian elections; the agreement on a new Grand Coalition in Germany; and the UK Prime Minister giving a major key note speech on Brexit that has been widely interpreted as providing greater clarity on what the UK would like a final deal with the EU to look like.

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What should we make of the UK’s economic performance and outlook? Just as Brexit seems to dominate so much of the political discourse it also exerts its influence over many aspects of the economic debate, with indicators all too often interpreted in terms of what they imply for the Brexit debate.

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Insight on ETFs

At Netwealth, we constantly focus on the best ways to build portfolios to deliver the investment performance that clients expect from us. We invest directly in individual securities where appropriate and in daily priced funds. We also invest in another type of fund called exchange traded funds, which are commonly referred to as ETFs.

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A period of calm appears to have descended upon financial markets following the significant equity market adjustment witnessed in February. So where should the focus of attention be now?

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Happy Chinese New Year. This is the year of the dog, which we are told will bring many great things. The trouble is, each year we are informed that every one of the twelve different animals of the zodiac will deliver its own mix of prosperity, health or happiness. Let’s hope so.

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