The market has a "breadth" problem

December 13, 2021

Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics as they discuss the markets ‘breadth’ problem and how strong liquidity should keep things afloat until February.

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Let's discuss the current market "breadth challenges" and what will affect markets in the coming months.

Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics as they discuss the markets ‘breadth’ problem and how strong liquidity should keep things afloat until February. Furthermore, there are 4 blocs to watch in 2022:

Bloc One: The US and Australia - need to keep the asset price train going
Bloc Two: The Euro Zone - looking for a soft landing
Bloc Three: China & Much of Asia - depend on China maintaining control
Bloc Four: The Island Nations of Japan and the UK (and NZ?) - all have different problems and will have different solutions

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Value and growth in emerging markets with Trinetra - the best of both worlds?

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

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Bad news equals good news

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

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Interest rate sensitivity persists into the new year

Strong start to the year continues despite recession concerns

Equities turbulent but resilient as interest rates rise

Helping your clients assess the climate impact of their Portfolio

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

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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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