Displaying 9 - 16 of 480 articles
For investors it emphasises the importance of an investment process with the right blend of discipline and flexibility to adapt portfolios accordingly, and to ensure that true diversification of risks is kept as a primary focus.
“It’s a sophisticated lottery ticket,” says Gerrard Lyons, chief economic strategist at Netwealth, a wealth management firm.
'It is not unusual for people to start thinking about their finances for the first time when they get divorced,' says Charlotte Ransom, chief executive of wealth manager Netwealth
Yet inflation is commonly misunderstood, according to Matt Conradi, deputy chief executive of Netwealth. “Many retirees either underestimate its long-term impact or overcompensate based on recent periods of high inflation,” Conradi says. “This can lead to poor decisions.”
"Charlotte Ransom, the founder of the advice firm Netwealth, said: “When it comes to utilities and insurance, we are all familiar with the switch-and-save mantra, but we miss the asset which is usually the largest after property: our pensions, Isas and investments.”
Charlotte Ransom, of wealth planning firm Netwealth, said: “FICs are tools that we increasingly see investors considering as part of the armoury for efficient inheritance tax and estate planning.”
"There's a bit of nervousness around how large the U.S. deficit has been structurally for a given period of time. You're going to have a very uncertain picture with regards to growth and a certain outlook for deteriorating public finances," said Iain Barnes, chief investment officer at Netwealth.
Netwealth CIO Iain Barnes said he was keeping his portfolios broadly diversified and neutral on market risk for now and expected bond yields and investor sentiment to remain volatile.
"The uncertainty is what (the tax cuts) do to the aggregate mix of the national finances and whether or not that, in itself, becomes a source of volatility," he said.
He was also cautious on U.S. stocks and corporate credit, he said.
