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…

This post is also available as a podcast on:



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?

‍

Weekly Market Update

Nvidia's Volatile Week & Divergent Global Performance

August 2, 2024

Weekly Market Update

Markets End Financial Year on a Turbulent Note

August 2, 2024

Weekly Market Update

Delicately Balanced Markets React to Mixed Economic Signals and Political Uncertainty

August 2, 2024

Weekly Market Update

US Inflation Decline Triggers Market Shift

August 2, 2024

Weekly Market Update

A Week of Contrasts in Global Markets: From Record Highs to Renewed Growth Concerns

August 2, 2024

Weekly Market Update

A Week of Mixed Market Movements: Small Caps Rise as Tech Wavers

August 2, 2024

Category placeholder

Rate expectations push markets down for the month

August 2, 2024

Markets were fairly soft all week, but the real action happened just after the European close when Gazprom announced it would not reopen the Nord Stream 1 pipeline, which had been closed for maintenance due to ‘malfunctions’.

Category placeholder

Are we there yet, or is is just another short squeeze?

August 2, 2024

Markets were up last week, led by the US which finished up 3% having been down 2% earlier in the week. Other markets were less volatile but were mostly also in positive territory for the week.

Category placeholder

Markets face biggest one day drop since March 2020

August 2, 2024

Markets suffered their biggest one day fall since the height of the pandemic provoked market crisis in March 2020, with the US Nasdaq down 5.5% and the S&P 500 down 4.3% after the latest US inflation numbers showed core inflation still on the rise even though energy prices have been on the wane.

Category placeholder

Will the Fed's continued tightening cause something to break?

August 2, 2024

Markets continued to fall last week, touching the lows seen in mid-June and leading many to question whether the buy on the dip trade was finally dead. Not coincidentally, long-term bond yields also pushed through the highs seen in June, as the US Fed raised rates another 0.75% and Jerome Powell reiterated the Fed’s commitment to fighting inflation via interest rate policy.

Category placeholder

UK pension system reaches breaking point

August 2, 2024

Markets finished the month with another down week (about -3% for most markets), leaving equity markets down around 10% for the month and around 5% for the quarter.

Category placeholder

A full cycle in one week

August 2, 2024

It felt like we had a full business cycle last week with market euphoria earlier in the week give way to more worries about rising interest rates later on, leaving markets up a percent or so after a 6% round trip.

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...

It's going to be a long six months

Nvidia's Volatile Week & Divergent Global Performance

Markets End Financial Year on a Turbulent Note

Delicately Balanced Markets React to Mixed Economic Signals and Political Uncertainty

US Inflation Decline Triggers Market Shift

A Week of Contrasts in Global Markets: From Record Highs to Renewed Growth Concerns

A Week of Mixed Market Movements: Small Caps Rise as Tech Wavers

Rate expectations push markets down for the month

Are we there yet, or is is just another short squeeze?

Markets face biggest one day drop since March 2020

Will the Fed's continued tightening cause something to break?

UK pension system reaches breaking point

A full cycle in one 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