Our Views on the Markets and the Economy

Yesterday’s measures from the Chancellor were necessary. His timely assistance focused on a new targeted and temporary job support scheme to replace the expiring furlough, easing loan repayment terms for firms and a wider, more flexible VAT regime.

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Skin in the Game

Actions speak louder than words. We often observe the logical and emotional arguments companies and organisations make – but how they act is much more revealing.

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As Pension Plans Change, Are You Prepared to Adapt?

The government recently confirmed changes to the age at which individuals can access their personal pension pots. From 2028, the age at which people can access their pensions will rise from 55 to 57. So if you need to, how can you adapt to the changes?

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Investment Lessons from the Tour de France

Each year millions of viewers enjoy the spectacle of the Tour De France. And while we marvel at the punishing ascents and hair-raising descents, the spills, breakaways and relentless advance of the peloton, we may also notice some parallels with investing.

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Thousands of Child Trust Funds are maturing in September and many of those turning 18 are set to reap considerable rewards. Although CTFs are no longer available (but you can continue to invest in them), Junior ISAs are a smart replacement, and again highlight the advantages of saving over the long term.

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The government needs to unveil a pro-growth economic strategy. There is too much uncertainty about the consequences of the necessary policy-easing that has taken place.

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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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An overall financial plan is the bedrock of any successful long-term personal savings and investment strategy. It will help to ensure you are matching your savings – and where appropriate, investments – to your future needs so that you can meet all of your goals.

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Remarkable Benefits, for Little Effort

The thought of moving from one provider who manages your money to another with similar objectives may fill you with unease. But with the right partner it can be well worth the effort – and any price you pay in effort can be comfortably redeemed through the considerable long-term benefits you receive.

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To save us time and energy we often take mental short cuts – and in times of uncertainty we especially seek the reassurance of what we know. We should therefore be aware that we may prioritise the familiar even if it has a harmful effect on our investments.

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