It's going to be a long six months

November 22, 2021
Join Jonathan Ramsay and Andrew Hunt as they discuss what the future holds for the Chinese growth model, Where to from here, and what will the implications be for the west…


Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss:

  • Have we seen peak inflation? Supply chain disruption may have actually peaked a few weeks ago?
  • Contrary to expectations Santa may even get a helping hand from Chinese producers ‘dumping’ excess inventory in the run-up to Christmas.
  • Still, much of this will still take months to work through the inflation data. How long can the Fed and other central banks defy the data and markets?
  • Are we seeing the ghost of QE future in Japan right now?
  • Can the RBA really promise no rate rises next year?
  • The Fed and the RBA have both mortgaged their credibility but can they keep up the payments?

July 2022 Global Macro Update

August 2, 2024
Read More

Valuation vs foresight - part 2

August 2, 2024
Read More

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.
Read More

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.
Read More

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.
Read More

Japan - marching to a different tune

August 2, 2024
Join Jonathan Ramsay and Andrew Hunt as they discuss how Japan diverts from the norm when it comes to economics.
Read More

Fed Debates Rate Cut Amid Mixed Economic Signals

September 17, 2024
Read More

August Reporting Season: The Misses and Beats

September 3, 2024
Read More

Equity Markets Rally on Rate Cut Hopes and Positive Economic Data

August 28, 2024
Read More

Financial Markets Grapple with Implications of Fed's Shift in Signals

August 28, 2024
Read More

US Market Settle as Australian Reporting Takes Centre Stage

August 15, 2024
Read More

Market Turbulence Following Weak U.S. Jobs Report and Surprise Rate Hikes in Japan

August 13, 2024
Read More

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.
Read More

‘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.
Read More

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%.
Read More

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.
Read More

It's going to be a long six months

August 2, 2024
Join Jonathan Ramsay and Andrew Hunt as they discuss what the future holds for the Chinese growth model, Where to from here, and what will the implications be for the west…
Read More

What is a fair way to compare funds?

August 2, 2024
How Can We Do Apple With Apples Comparisons For Industry Funds With Different Asset Allocations And Levels Of Illiquid Investment?
Read More

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.
Read More

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.
Read More

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.
Read More

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.
Read More

‘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.
Read More

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%.
Read More

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...
Read More
Icon of a letter

InvestSense insights, delivered straight to your inbox.

Icon of a letter

Get the latest industry news

Icon of a letter

Get the latest industry news

Icon of a letter

Get the latest industry news