"What do I tell a client who wants to invest in Crypto?"

December 6, 2021
With 2021 bringing cryptocurrencies into the spotlight for both retail and institutional investors, is there a place for these currencies within client portfolio's?

Should Crypto currencies be included in your client's investment strategy?

In this video we discuss how you should be answering difficult questions about whether client's should be investing in Crypto currencies and whether these should start making their way into your client's investment strategy.

Monthly Macro with Jonathan Tolub & Andrew Hunt: The Hunt for liquidity

August 2, 2024
In this weeks video Jonathan Tolub presents our monthly summary of research from our partner Hunt Economics.
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Will the Fed's continued tightening cause something to break?

August 2, 2024
Markets continued to fall last week, touching the lows seen in mid-June and leading many to question whether the buy on the dip trade was finally dead. Not coincidentally, long-term bond yields also pushed through the highs seen in June, as the US Fed raised rates another 0.75% and Jerome Powell reiterated the Fed’s commitment to fighting inflation via interest rate policy.
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Focus on currencies: Time to hedge?

August 2, 2024
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Quantitative tightening and liquidity: More than one reason we might see higher bond yields?

August 2, 2024
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Q3 Manager and Diversified Portfolio Performance Summary

August 2, 2024
In this week's video Jonathan Ramsay summarises the performance of managers and diversified portfolios up to Q3, answering the question: 'did active management add value in 2022?'
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UK pension system reaches breaking point

August 2, 2024
Markets finished the month with another down week (about -3% for most markets), leaving equity markets down around 10% for the month and around 5% for the quarter.
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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
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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Another week, another odd rally

August 2, 2024
Markets were up again last week for the third week in a row which leaves the US, Japan, and Australia up over 5% and even Europe up a few percent since the invasion of Ukraine.
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March confounded many market watchers

August 2, 2024
Another mostly positive week for shares left markets in positive territory for March despite, or perhaps even because of the war in Ukraine, with Australia, the best performing market up by almost 6%. This was mostly thanks to Energy stocks and in Australia’s case Iron Ore prices as well as the other commodities that we produce.
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Markets start to believe central banks are genuine about tightening

August 2, 2024
The relative calm that markets had enjoyed during most of the Ukraine war broke last week, perhaps reminding us that financial conditions remain a key concern for markets in ways that are often less obvious than attention gapping geopolitical headlines.
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Quantitative Tightening (QT) with Hunt Economics

August 2, 2024
We discuss Quantitative Tightening with our colleagues from Hunt Economics. With indicators continuing to show the risk of increasing inflation, central banks are looking at strategies to curb the inflation risk.
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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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