Japan - marching to a different tune

January 1, 2018
Join Jonathan Ramsay and Andrew Hunt as they discuss how Japan diverts from the norm when it comes to economics.

10-Year Series Part 5: The Anglo Saxon Property Reset and Productivity and Energy that Doesn't Cost the Earth

October 30, 2024
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10-Year Series Part 4: Japan -Euthanasia of the Saver & Eurozone Competitiveness Differentials

October 16, 2024
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Markets Steady Amid Geopolitical Tensions and Inflation Concerns

October 16, 2024
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10-Year Series Part 2: QE Addiction and the Non-Bank Credit Boom

October 11, 2024
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How Elections, Central Banks, and Geopolitical Tensions Moved Markets

October 11, 2024
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10-Year Series Part 3: The Future Ain't What It Used To Be & Geopolitics

October 11, 2024
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Markets slid again last week, with a concentrated sell off in US tech

August 2, 2024
Markets slid again last week but the selling was concentrated in US tech, most of which is down 10% or so this year. Much of last week’s selling occurred in the last 2 sessions of the week.
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Bulls and bears traded blows that resulted in multiple 4% round trips during the week

August 2, 2024
The to and fro of US markets last week resembled the titanic struggle between Nadal and Medvedev with bulls and bears trading blows that resulted in multiple 4% round trips during the week.
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Record stock movements in the US as earnings diverge from expectations

August 2, 2024
US equity markets ended the week more or less where they started, albeit with some considerable volatility that contained more 4% swings.
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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.
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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.
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Investors attempt to price in the invasion and the ensuing sanctions on Russia

August 2, 2024
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).
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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

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.
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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

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.
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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.
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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...
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