Our Views on the Markets and the Economy

With such a challenging year for investors it is worth asking whether you should do things differently to stay on track for the rest of the year and beyond. Asking the right questions – and not ignoring difficult implications – can help you determine if need to change your investment behaviour.

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Why do so many market commentators talk about betting when referring to investing? The investment industry is often infused with the symbolism of a casino – a representation that becomes all too real when investors get wiped out.

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The seven sterling Netwealth portfolios celebrated their fourth anniversary on May 31st. Although the period since launch in 2016 has covered a number of episodes where markets have been challenged, 2020 has of course felt more difficult than most.

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We enter June still hearing continued tragic news of the human impact of Covid-19. The bad economic news is also unrelenting, with the longest economic expansion in US history cut abruptly with what is sure to be a deep, global recession.

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How We Use ETFs in Our Portfolios

In a recent interview with ETF Stream, our head of portfolio management Iain Barnes talked about how we use ETFs in our portfolios.

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Should the spurious claims by supporters of the active fund management industry be finally laid to rest? Investors have been much more inclined to choose passive funds in recent years – driven by increasing awareness about the negative impact of high fees and publicly available figures on the long-term underperformance of active managers.

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Acting under duress is not ideal at the best of times but under severe pressure the regular psychological effects that impact our behaviour are even more damaging. These emotional distortions affect many aspects of our lives, including how we treat our investments.

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Brexit – Keeping a Sense of Perspective

As Brexit divisiveness and uncertainty persists, it is only natural to be distracted by this contentious national debate. It is also not unusual to be concerned about your investments, but it’s important to put potential outcomes into perspective.

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Managing Uncertainty

Uncertainty seems to be the signature catchphrase of our times – a state often amplified in the world of investing. Countless forces affect the prices and price movements of stocks and bonds: economic factors, company results, trade and political frictions, monetary policy and many, many more.

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May 31st marked the third anniversary of the launch of the seven sterling Netwealth portfolios. We are very pleased with the performance of these portfolios, whose holdings range from conservative exposures via short-dated bonds to diversified allocations to global equity markets in accordance with their profiles of risk.

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