Our Views on the Markets and the Economy

May 31st 2021 represented a milestone for the seven sterling Netwealth portfolios, as they reached their fifth anniversary since launch. Alongside other key aspects of our service, it feels like a good time to look back at what the investment experience has been like for our clients, as well as highlight some areas of interest for the future.



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Investment update: stability not complacency

While inflation is still a concern, the underlying environment for investors now is one of relative stability. That said, as previous events have shown, and because the outcome of interconnected factors can be hard to quantify, it is never a time to be complacent.



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It is natural for us to favour the familiar, and when investing we may also be drawn to the brands and companies we use and recognise the most, often in the country where we live. While the effects of this ‘home bias’ may be minimised by the impact of globalisation, we should recognise we may have a bias towards certain investments, and manage this effect.



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Should we worry about inflation and markets?

In recent months, we've highlighted the inevitability that inflation would rise and likely be volatile for some time. Now we are reiterating the message that we need to take this inflation risk seriously, but at the same time, we should not panic.



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The US equity market typically sets the mood and drives the tempo for the global investment environment, but it is not always our first choice as an investment destination. Now, however, we would like to share our thinking on the world’s largest market and why we think it offers potential over the coming months, relative to other markets.



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Just as the investment environment is not static, neither is our response to the changes that occur. Our thinking adapts, our actions allow us to adjust to the inevitable challenges and help us to seize the opportunities. This is a summary of our latest thinking, and what that means for investors.



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Analysis of the Budget

The latest Budget is naturally focused on recovering from the pandemic, with the Chancellor Rishi Sunak promising to do “whatever it takes” to support the UK economy. Here we provide an overview of some of the Budget’s key messages and what this may mean for investors.



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Nobody wants to feel left out. This is as true for party invites and being selected as a company partner as it is for must-have Christmas gift hysteria – everyone wants to feel included. It’s a valid part of our instinct as social animals.



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Post-US election investment update

While the uncertainty that has followed the US presidential election may have caught some by surprise (markets were convinced Joe Biden would win comfortably), investors shouldn’t be overly concerned. We should note, however, that as yet the result is still too close to call and it may take days or even weeks to finally reveal the winner.



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Even when the participants are relatively civil US election campaigns can be beset by tension and animosity. These attributes are unsurprisingly amplified for the 2020 run in, but will the outcome mean an elevated level of pain or gain for your investments?



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