Insights Archive—Market & Economic Commentary
Understanding market shifts, inflation trends, and the broader economic climate is crucial to making confident investment decisions.
This archive brings together Netwealth’s historical commentary on market movements, economic forecasts, and investment themes—including reactions to changing interest rates, recessions, and financial shocks both in the UK and globally.
While these articles reflect specific conditions from prior years, they provide valuable context around how markets respond to economic signals. They also cover what investors considered during periods of uncertainty and change.
Browse this archive (organised by year) to explore how expert perspectives evolved in response to key economic events and developments.
2016
- UK: An Update
- UK Interest Rates: An Update
- Consequences for Markets
- Holding Cash in a World of Zero to Negative Interest Rates
- Market Jitters: A Comment
- Bond Markets: Lessons from the US
2017
- Germany, Jamaica?, France & The UK – A European Update
- UK inflation: An Update
- Economic and Political Update
- The UK Economy: A Post-Election Update
- French Presidential Election: Pre-Round One Update
- French Presidential Election: Post-Round One Update
- The Latest Economic Update from the IMF
- Is a Market Correction Due?
- Market Focus: Trumponomics
- Geo-Politics Knocks the Markets
- Macro Economic Themes: An Update for Investors
- Managing Market Volatility
2018
- Are We in a Bear Market for Bonds?
- UK Update—No Immediate Storm Likely, but Keep an Eye on Global Climate
- As Interest Rates Rise, Is It Time to Put Your Money in the Bank?
- UK Economic Update: What Lies Ahead?
- Questions and Answers About Market Corrections
- Questions and Answers About Market Corrections(2)
- Central Bank Update
- Portfolio Update: Emerging Markets
- European Political Update
- How to Prepare if Markets Take a Downturn
- Economic Update (April)
- Economic Update (July)
- Economic Update (November)
- Economic Update (December)
2019
- UK Update (May)
- UK Update (July)
- UK Update (October)
- Inflation Update
- Market Update
- Economic Update (March)
- Economic Update (October)
- My Response to the FT’s Economic Forecasting Survey
2020
- Disentangling Market Performance from the Economy
- Six Areas Influencing Markets Now
- “Uneven and uncertain” say the IMF – Analysis of its Latest World Update
- Post-US Election Investment Update
- Putting Market Movements Into Context
2021
- What Is Happening to Inflation and Interest Rates?
- An Analysis of UK Interest Rates
- Three Key Drivers of Markets
- Should We Worry About Inflation and Markets?
- Investment Update—Stability, Not Complacency
- An Update on the Global Economy and Markets
- Market Themes: Rebound, Recovery and Inflation
- Is the Potential Still Bright for US Equity Markets?
- Higher US Inflation Is One of Three Areas for Market Focus Over the Coming Months
- Seven developments impacting the global economy and markets
- Investment Update: Adapting to an Evolving Environment
2022
- What Is Happening in Markets, and How Are We Responding?
- Why a UK Recession is Likely
- Economic Update (February)
- Economic Update (April)
- Economic update (September)
- Understanding Recent Market Activity and Looking Ahead
- Where Are We in the UK Economic Cycle, and What Does It Mean for Policy and Markets?
2023
- Monetary Policy and Heeding the Message From Markets
- With Inflation Falling, Interest Rates Should Be Peaking
- Portfolio Update: Beating the Peer Group
- The Bank Must Press ‘Pause’ on Rate Rises or Risk Causing a Recession
- Economic update
- For the Labour Market, It Is Quality, Not Quantity, That Makes a Difference
- Rates Have Peaked—Markets Wonder When They Will Pivot
2024
- What Is Driving the Outlook for Interest Rates?
- Data Leads Markets to Temper Expectations
- Japan’s Rising Sun—Can the Rally Continue Despite Rising Interest Rates?
- Market Outlook Ahead of the US Election
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