Our Views on the Markets and the Economy

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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Asset allocation is the practice of deciding which assets to invest in, and where. It is driven by the need to diversify, one of the unshakeable mantras of investing. At Netwealth we allocate capital globally – to better protect wealth and to best position investors to achieve returns which meet their investment goals.

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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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