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:

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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?

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High inflation and geopolitics muddy the water

August 2, 2024

The main news of the week happened as the European market closed. An unequivocal warning by US intelligence that a Russian invasion of Ukraine might be imminent.

All eyes on the Ukraine and Russia border

August 2, 2024

In what has become a familiar pattern, markets rose in the early part of the week amid signs that Putin’s aggressive posturing towards Ukraine might be just that, only to fall back as he appears to up the ante yet again.

Investors attempt to price in the invasion and the ensuing sanctions on Russia

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After repeated warnings from Western intelligence, which most geopolitical experts were skeptical of, Putin invaded Ukraine. Markets fell sharply, especially in the US, but later rebounded and ended the week flat (or up by 2% in the case of the US).

Commodity markets continue to climb and push on inflation

August 2, 2024

It was another volatile week for stock markets, and even more so for commodity, currency and bonds as investors struggled to digest the implications of expelling Russia from the global economy.

London Metal Exchanges halts nickel trading as volatility threatens solvency

August 2, 2024

It was another volatile week for stock markets, and even more so for commodity, currency and bonds as investors struggled to digest the implications of expelling Russia from the global economy.

Fed raises rates for the first time in 2 years since Covid

August 2, 2024

For the second week in a row, markets looked through the current horrors of the Ukraine war and were up between 2% (Australia) and some 6% (for the S&P 500). That leaves European markets down slightly since the war started on 24th February, the US level pegging, and the resource rich Australian economy up almost 5%.

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High inflation and geopolitics muddy the water

August 2, 2024

The main news of the week happened as the European market closed. An unequivocal warning by US intelligence that a Russian invasion of Ukraine might be imminent.

Category placeholder

All eyes on the Ukraine and Russia border

August 2, 2024

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Investors attempt to price in the invasion and the ensuing sanctions on Russia

August 2, 2024

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Commodity markets continue to climb and push on inflation

August 2, 2024

It was another volatile week for stock markets, and even more so for commodity, currency and bonds as investors struggled to digest the implications of expelling Russia from the global economy.

Category placeholder

London Metal Exchanges halts nickel trading as volatility threatens solvency

August 2, 2024

It was another volatile week for stock markets, and even more so for commodity, currency and bonds as investors struggled to digest the implications of expelling Russia from the global economy.

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Fed raises rates for the first time in 2 years since Covid

August 2, 2024

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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.

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Helping your clients assess the climate impact of their Portfolio

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

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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.

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Better World makes a difference with investment in renewables

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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.

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Bad news equals good news

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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.

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‘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.

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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%.

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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

High inflation and geopolitics muddy the water

All eyes on the Ukraine and Russia border

Investors attempt to price in the invasion and the ensuing sanctions on Russia

Commodity markets continue to climb and push on inflation

London Metal Exchanges halts nickel trading as volatility threatens solvency

Fed raises rates for the first time in 2 years since Covid

High inflation and geopolitics muddy the water

All eyes on the Ukraine and Russia border

Investors attempt to price in the invasion and the ensuing sanctions on Russia

Commodity markets continue to climb and push on inflation

London Metal Exchanges halts nickel trading as volatility threatens solvency

Fed raises rates for the first time in 2 years since Covid

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

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