Our Views on the Markets and the Economy

How the Seven Deadly Sins Affect Investors

The universe of potential investment shortcomings can challenge belief. So we thought we would narrow the range and focus merely on how the ‘seven deadly sins’ can affect what investors want to achieve.

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Global Slowdown

Is the global economy heading for a recession? That is the big worry for financial markets. Equity markets have become more volatile and now a significant proportion of global government has negative yields.

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Let’s face it, the topic of fees is enough to send many of us to sleep. This may explain why the level of fees wealth managers typically charged went widely unquestioned for generations. And why a lack of transparency around the exact nature of these fees was rarely enough to rouse investors into taking action.

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Women’s wealth is rising, and the autonomy and sense of ownership women feel over their wealth is also growing.

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Women are becoming wealthier, and taking increased control of their wealth. Among the findings of a new Netwealth report is the discovery that nearly a third of UK women (29%), who are currently in or have been in a relationship, do not share any financial assets with their partner. This highlights a growing trend of financial autonomy among women as they look to accumulate, manage and preserve their wealth.

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Where is the most competitive global financial centre from the viewpoint of investors and shareholders? This is the focus of my new report for Netwealth, and which you can read in full here.

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As the investment landscape evolves, charities are adapting. This is often a proactive choice by trustees, or sometimes circumstances may compel them to review who manages their funds.

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As the star fund manager culture implodes, we look at how the investment approach of a challenger wealth manager such as Netwealth offers a more sensible and consistent trajectory to help investors achieve their goals.

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UK Update

What is happening to the UK economy and what are the policy and market implications?

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Keeping Your Wealth Safe from Scammers

The threat of scammers is very real. In February, our regulator the Financial Conduct Authority (FCA) issued a public warning to consumers highlighting that over £197m had been reported in losses due to investment scams during 2018 alone.

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