We've got a bad case of FOMO, but it's not what you think

January 17, 2022
With valuation still being the lightening rod for when markets react to external forces, the most expensive things tend to move the most. What does this mean for global asset allocators, and what is InvestSense’s position?

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.
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Lessons from the past: What happens when central banks raise rates and what does that imply for markets now?

August 2, 2024
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Volatile ride continues as markets react to inflation data

August 2, 2024
The volatility continued last week, and when the roulette stopped at the end of the week the US was down by almost 2% and the Nasdaq by a bit more than 3% along with emerging markets (mainly weighed down by China).
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Three scenarios for next three months and beyond: They might all happen one after the other

August 2, 2024
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Whispers of a changing rates outlook

August 2, 2024
There was more volatility in markets last week, led again by US markets, driven in turn by US rate speculation.
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Monthly Macro with Jonathan Tolub and Hunt Economics: A deeper dive into the three scenarios the market is cycling through: Goldilocks, Recession and Entrenched Inflation

August 2, 2024
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Market indigestion: Strong US Economic, Data Rising Inflation and market volatility

August 2, 2024
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A tug-of-war between solid corporate profits and gathering macroeconomic headwinds

August 2, 2024
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April 2024 in review: Volatility and Mixed Economic Data

August 2, 2024
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Fed Holds Steady as Global Markets Respond to Mixed Economic Cues

August 2, 2024
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Positive Momentum Continues Amid Mixed Signals

August 2, 2024
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ASX closes higher as cooling US inflation fuels anticipation of rate cuts

August 2, 2024
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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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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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It's going to be a long six months

August 2, 2024
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…
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What is a fair way to compare funds?

August 2, 2024
How Can We Do Apple With Apples Comparisons For Industry Funds With Different Asset Allocations And Levels Of Illiquid Investment?
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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.
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...
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