Client Blog | Netwealth

Client Blog

After the election: do you need advice?

You may not find an immediate impact on your finances after the election, yet it may be an appropriate time to consider your overall situation – and to assess whether you could be doing more to make the most of your money, and on the right path to achieve your goals.

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Post-election economic and financial outlook

What lies ahead after the election? On 20th June we hosted a webinar to address this issue. Here is a summary of my opening comments on the economic and financial outlook.

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Client market update

Watch a short video update from Iain Barnes, Netwealth's chief investment officer, running through drivers of performance and sharing some insights into how our clients' portfolios are positioned in the current environment.

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Currencies: to hedge or not to hedge?

Delivering sustainable portfolio performance over the medium-to-long-term gives our clients the best chance of meeting their investment goals. When building portfolios, naturally the proportions we invest in each asset class is key, and we also consider factors such as currency hedging – but what impact can different hedging approaches have on investment portfolios?

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Seeking nuance among US opportunities: is investment grade credit still worth it?

Being an analytical and proactive investor is key to maintaining consistent returns. Sometimes our analysis leads us to swim against the tide of convention. Here we examine the current risk/reward trade-off of high quality US corporate bonds, known as investment grade (IG), outlining why we now think a switch to US Treasury Bonds may be more appropriate.

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Client market update

Watch a short video update from Iain Barnes, Netwealth's chief investment officer, running through drivers of performance and sharing some insights into how our clients' portfolios are positioned in the current environment.

Continue reading

How to maximise your wealth in the 2024-25 tax year

In a recent webinar we focused on how investors can maximise their wealth for the 2024-25 tax year. There are many permutations to consider. We highlight some of them here to help you make better financial decisions this year and make a difference to your longer-term outcome.

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The case for investing in gold

The price of gold increased sharply in the last few months, with many factors being attributed for its rise, before falling back almost as abruptly. We look at the different reasons that can cause its price to climb, highlight our own holdings and explain why we think it has merits as part of a diversified portfolio.

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A focus on interest rates

Last June I wrote a column in the Financial Times saying that interest rates should – and would – stay higher for longer in western economies. At that time it was not the accepted norm. It is now.

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Who will inherit your pension?

We often hear about the importance of reviewing our wills and estate plans, but what about your pension? When you pass away, your pension will normally not be part of your estate and therefore exempt from inheritance tax. So have you ever thought about what happens to it after you're gone? That's where something called an 'expression of wish' form comes in.

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