Finding value and maintaining confidence in a FOMO world

December 20, 2021

Join host Toby Potter of IMAP with Nick Kirrage of Schroders and Jonathan Ramsay of InvestSense as they discuss value as a style, and as a driver of conviction when investing.

This post is also available as a podcast on:



How to define value

Join host Toby Potter of IMAP with Nick Kirrage of Schroders and Jonathan Ramsay of InvestSense as they discuss value as a style, and as a driver of conviction when investing. Key topics include:

What does value investing mean to you?
To what extent are growth and value used as inputs in the decision making around amounts invested into global equity markets?
Is there a target period to hold any particular investment?
Inflation scenario’s
The likely direction of rates in major markets

‍

Is inflation still bubbling under the surface?

August 2, 2024

Markets started the week on the back foot but rallied into the end of the week after what many called a ‘soft’ CPI print. Year on year inflation came in at 8.5%, below the 9.1% from the month before and slightly below the 8.7% that had been expected.

Inflation - looking through the noise part 1 - the US

August 2, 2024

US dips down while Australia dances to a different tune

August 2, 2024

Markets were down last week and, as we all have come to expect, speculation around inflation was the lightning rod that fed into interest rate expectations and then onto US tech stocks especially.

If China is reaching the end of a debt driven growth model and what comes next?

August 2, 2024

Andrew Hunt on the strength of and prospects for the Chinese economy and his take on the property market.

Fed ready to do whatever it takes

August 2, 2024

Last week there was much speculation about whether Fed Chair Jerome Powell’s annual Jackson Hole speech would be a market moving event or not, and it turned out it was, for equity markets at least.

Deep dive on Australian inflation and the latest from the US

August 2, 2024

In this week's video we take a closer look at inflation, in particular the Fed's preferred Personal Consumption Expenditure Deflator measure, and compare that with the latest quarterly numbers from Australia.

Category placeholder

Recession fears build, yet equity markets end the week higher

August 2, 2024

Fears of a US recession later this year gathered pace last week and the US equity market jumped by almost 7% and the Nasdaq was up some 9%.

Category placeholder

There was nowhere to hide last financial year

August 2, 2024

There were very few major asset classes that have offered positive returns over the year with cash being one of the few places to hide and perhaps gold.

Category placeholder

Are the tides changing or is it just a mini rally?

August 2, 2024

Markets jumped last week, especially those in the US where the Nasdaq was up almost 3%, for reasons that no-one can quite agree on.

Category placeholder

US CPI beats economists' expectations

August 2, 2024

The most anticipated economic release of the week (and of the month) turned out to be simultaneously shocking and monotonous. The US Consumer Price Index for June came out at 9.1% Year-on-Year increase, much higher than the 8.8% growth predicted by economists.

Category placeholder

Rebound in the Nasdaq

August 2, 2024

Markets were up more or less in unison last week despite, or really because of, largely weak economic data in the US and mixed results from the US earnings season.

Category placeholder

Markets finish off the month with a strong week

August 2, 2024

Markets capped off a strong month with an even stronger week, with the leading US market up 4% for the week and 9% of for the month.

Category Placeholder

Andrew Hunt's visit to New York and some key implications for global markets

August 2, 2024

Last week Andrew visited the InvestSense offices and shared his observations and findings from his visit to the United States, specifically New York.

Category Placeholder

Helping your clients assess the climate impact of their Portfolio

August 2, 2024

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

Category Placeholder

Carbon credits and investing – is it the outcome we expect?

August 2, 2024

ETFs that invest in carbon credits are now available. Why should we assume that their price will go up over time? And does buying a carbon credit ETF actually contribute positively to emissions reduction? Will it actually generate the outcome investors are expecting? This article explores the issues around investing in carbon credits.

Category Placeholder

Better World makes a difference with investment in renewables

August 2, 2024

There are many direct assets and funds that contribute positively to climate action within the InvestSense Better World Portfolios. Meridian Energy is one of the stand-out direct assets in the portfolio with a climate energy focus.

Category Placeholder

Bad news equals good news

August 2, 2024

In recent years professional investors have got increasingly used to the fact that good news is bad news for markets because higher interest rates are likely to be necessary, and of course vice-versa. However, last week the effect was stronger than ever and stocks rallied mid-week amidst reports of widespread lay-offs and expectations of a weak US jobs report.

Category Placeholder

‘Buy the dip’ opportunism start surfacing

August 2, 2024

The US market finally market caught a bid last week. Early in the week the market was down few percent after an earnings miss by ad dependent social media platform Snap (of Snapchat fame) combined with weak guidance raised more doubts about the economy and economic resilience of tech companies.

Category Placeholder

US momentarily dips into official bear market territory

August 2, 2024

The seventh negative week in a row for the US sent it briefly into official bear market territory before it recovered slightly late on Friday. The world’s largest stocks (Apple, Microsoft Amazon and Google) are all down 25%.

Category Placeholder

How Mark Lewin saved 13 hours a week with Managed Accounts

August 2, 2024

Mark Lewin was a financial planner, but is now the Director of Back Office Heros. In his planning business he gained significant efficiencies by recommending and implementing managed accounts for his clients. He tells us how...

Finding value and maintaining confidence in a FOMO world

Is inflation still bubbling under the surface?

Inflation - looking through the noise part 1 - the US

US dips down while Australia dances to a different tune

If China is reaching the end of a debt driven growth model and what comes next?

Fed ready to do whatever it takes

Deep dive on Australian inflation and the latest from the US

Recession fears build, yet equity markets end the week higher

There was nowhere to hide last financial year

Are the tides changing or is it just a mini rally?

US CPI beats economists' expectations

Rebound in the Nasdaq

Markets finish off the month with a strong week

Andrew Hunt's visit to New York and some key implications for global markets

Helping your clients assess the climate impact of their Portfolio

Carbon credits and investing – is it the outcome we expect?

Better World makes a difference with investment in renewables

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

How Mark Lewin saved 13 hours a week with Managed Accounts

InvestSense insights, delivered straight to your inbox.

Get the latest industry news

Get the latest industry news

Get the latest industry news