Our Views on the Markets and the Economy

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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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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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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Q&A on the Chancellor’s Summer Statement

Since the beginning of the Covid-19 pandemic the health crisis has occupied centre-stage in Government policy. Now, following the Prime Minister’s speech last week in Dudley and the Chancellor’s Summer Statement today in the House of Commons, addressing the economic crisis and ensuring recovery has moved alongside the health crisis to the fore of Government policy.

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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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