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.

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

Markets Reflect Diverging Economic Paths for U.S. and Europe

November 26, 2024
Read More

Market Whiplash: How Markets Are Reacting to Trump’s Policy Signals

November 25, 2024
Read More

The Implications of Trump's (likely) Clean Sweep: A Turning Point for the Global Economy

November 13, 2024
Read More

Trump Trade Unwinds: Market Reactions to the U.S. Election Outcome

November 12, 2024
Read More

Markets Hold Steady with Eyes on the U.S. Elections and Economic Updates

October 31, 2024
Read More

Key Insights from the H&B NSW 2024 Wealth Symposium

October 30, 2024
Read More

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

August 2, 2024
Read More

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.
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