Our Views on the Markets and the Economy

Is DIY Investing a Cheap Trick?

Investors may sometimes reasonably ask: “If you are passive investors, why don’t I just invest in passive funds and ETFs directly myself?” Let us explain the benefits of choosing a discretionary wealth manager like Netwealth to manage your money for you.

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Market Review of 2018 and 2019 Outlook

Without doubt 2018 has been a challenging year for investors, with the majority of major asset classes posting negative returns for the year. We look back at 5 key themes that have influenced markets and highlight topics that we will be focusing on in 2019.

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Investment Traps to Avoid in 2019

We usually recognise the wisdom of investing for the future – whether for a specific purpose like a child’s education or our retirement. But it is surprisingly easy to ignore the ‘investment traps’ which can make a considerable difference to the outcome.

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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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How Overconfidence Can Cost Us Dearly

Being confident often allows us to function to the best of our abilities, unhindered by doubt. Yet simply firing that emotion up a notch can have disastrous consequences for our money and our lives. Overconfidence can lead us into all sorts of trouble.

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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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May 31st marked the second anniversary of the launch of the seven sterling-based portfolios. In both years, the performance of each of these portfolios has been ahead of wealth management peers.

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Investors have been much more inclined to choose passive funds in recent years, with increasing awareness about the negative impact of high fees and publicly available figures on the long-term under-performance of active managers. However, a favoured opinion from proponents of active management is that active managers will outperform during a downturn.

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Volatility is back this year. While portfolios may take a few hits, investors unlikely to be felled by a knockout blow.

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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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