What happened in markets in 2021, and why?

January 3, 2022
Join InvestSense Director, Jonathon Ramsey to reflect on the price action seen in markets in 2021 and what this might mean for 2022.

As we wrap up 2021, we start to ask what the markets have in store for us in 2022?

With another exciting year behind us and a new year just starting, Jonathan Ramsay provides us with a round up of the action seen in 2021 and provides some insights about what markets could have in store for investors in 2022.

Equity Markets Rally on Rate Cut Hopes and Positive Economic Data

August 28, 2024
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Financial Markets Grapple with Implications of Fed's Shift in Signals

August 28, 2024
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Looking around the corner on China, Australia and the US with Economist Andrew Hunt

August 28, 2024
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US Market Settle as Australian Reporting Takes Centre Stage

August 15, 2024
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Preview of the Portfolio Construction Forum Strategy Summit 2024 with Jonathan Ramsay & Jonathan Tolub

August 13, 2024
Join Us at the Portfolio Construction Forum’s Strategy Summit in Sydney
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Market Turbulence Following Weak U.S. Jobs Report and Surprise Rate Hikes in Japan

August 13, 2024
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Recession fears build, yet equity markets end the week higher

August 2, 2024
Fears of a US recession later this year gathered pace last week and the US equity market jumped by almost 7% and the Nasdaq was up some 9%.
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There was nowhere to hide last financial year

August 2, 2024
There were very few major asset classes that have offered positive returns over the year with cash being one of the few places to hide and perhaps gold.
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Are the tides changing or is it just a mini rally?

August 2, 2024
Markets jumped last week, especially those in the US where the Nasdaq was up almost 3%, for reasons that no-one can quite agree on.
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US CPI beats economists' expectations

August 2, 2024
The most anticipated economic release of the week (and of the month) turned out to be simultaneously shocking and monotonous. The US Consumer Price Index for June came out at 9.1% Year-on-Year increase, much higher than the 8.8% growth predicted by economists.
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Rebound in the Nasdaq

August 2, 2024
Markets were up more or less in unison last week despite, or really because of, largely weak economic data in the US and mixed results from the US earnings season.
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Markets finish off the month with a strong week

August 2, 2024
Markets capped off a strong month with an even stronger week, with the leading US market up 4% for the week and 9% of for the month.
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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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