Icon of a letter
Close

InvestSense insights, delivered straight to your inbox.

Black and white image of a headphone hanging on a microphone.
Image of a headphone hanging on a microphone.
know more

Weekly market updates, podcasts and articles

learn more
adviser resources
investsense podcast
investor resources
Faqs
Adviser Resources

Market Insights

All
weekly update
Market focus
Better World
Business insights
Weekly Market Update

Strong start to the year continues despite recession concerns

January 24, 2023
As the world’s elite gathered in a snowless Davos, markets focused on much more immediate concerns, starting with the continuing wave of layoffs in corporate America. Amazon, Microsoft, Alphabet (Google’s parent company), Salesforce and Goldman Sachs, among others, took turns to announce staff cuts. It would appear boardrooms and CEOs are lending some credence to the possibility of a recession in 2023.
Read More
Investor Resources

Better World makes a difference with investment in renewables

January 4, 2023
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

Central banks remain wary as US inflation comes down

December 19, 2022
Uncertainty stalked markets last week amidst a raft of rate hikes, but the focus on inflation shifted from the US – where the news was ostensibly quite good – towards Europe, where inflation pressures continue unabated.
Read More

All eyes on the CPI

December 13, 2022
Most markets were soft but stable last week while US markets were down a more significant 3%, led by the large US tech stocks.
Read More

How Mark Lewin saved 13 hours a week with Managed Accounts

November 28, 2022
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

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

November 21, 2022
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
Weekly Market Update

SVB bankruptcy triggers swift response from the Fed

March 15, 2023
On Friday morning Silicon Valley Bank (SVB) had been the 16th largest US bank and a successful S&P 500 company, but by Saturday morning it was bankrupt after a sudden run on its deposit base had rendered it unviable.
Read More
Weekly Market Update

Markets Up Despite Rising Bond Yields and Inflationary Data

March 7, 2023
Bond yields were up again last week but so were equity markets which was a nice change that lead to the first up week in the last four. In fact, while markets have been on the back foot recently, most commentators have been pleasantly surprised that they haven’t reacted too badly to an apparent wind shift in the gusty inflationary data.
Read More
Weekly Market Update

Equities turbulent but resilient as interest rates rise

March 1, 2023
Last week the S&P 500 traded in a 3% range, having done a 2% round trip on Thursday, followed by a 3% fall on Friday after the inflation data release and then another almost 2% round trip yesterday. Emerging markets were the worst performing, down 4% for the week. Taking a step back though, most equity markets haven’t given back that much of their gains from January, while Europe and the Nasdaq remain up 10% for the year.
Read More
Weekly Market Update

Interest rate nerves as RBA walks a tightrope

February 15, 2023
Markets were again on the back foot last week. However, despite a fair amount of volatility, most markets were flat or only down by 1% or so. There seems to be an ongoing battle of wills between markets and the various central banks who are keen to talk down markets, lest the wealth effects of a buoyant market detract from the ongoing fight against inflation.
Read More
Weekly Market Update

Markets think we're there - but are we?

February 7, 2023
Markets think ‘we’re there’ in the global fight against inflation – but are we? Last week the RBA also proclaimed confidently that local inflation had peaked, so you might think it’s all downhill from here...
Read More
Weekly Market Update

The year of moderation

February 1, 2023
Markets ended up a few percent last week, but only after a mid-week earnings scare triggered by a flat result and weak guidance from Microsoft. This week markets have been a little volatile but flat overall, leaving most markets up 5-10% for January.
Read More
Market Focus

Andrew Hunt's visit to New York and some key implications for global markets

September 1, 2023
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
Weekly Market Update

Equities turbulent but resilient as interest rates rise

March 1, 2023
Last week the S&P 500 traded in a 3% range, having done a 2% round trip on Thursday, followed by a 3% fall on Friday after the inflation data release and then another almost 2% round trip yesterday. Emerging markets were the worst performing, down 4% for the week. Taking a step back though, most equity markets haven’t given back that much of their gains from January, while Europe and the Nasdaq remain up 10% for the year.
Read More
Weekly Market Update

Strong start to the year continues despite recession concerns

January 24, 2023
As the world’s elite gathered in a snowless Davos, markets focused on much more immediate concerns, starting with the continuing wave of layoffs in corporate America. Amazon, Microsoft, Alphabet (Google’s parent company), Salesforce and Goldman Sachs, among others, took turns to announce staff cuts. It would appear boardrooms and CEOs are lending some credence to the possibility of a recession in 2023.
Read More

Inflation - Flash Update

September 14, 2022
In light of the recent inflation data coming out of the US, we dive in to why the market is so upset about a 0.1% increase in prices, and what this means from an Australian investor's perspective.
Read More

Recession fears build, yet equity markets end the week higher

June 27, 2022
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%.
Read More

Bad news equals good news

June 6, 2022
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
Investor Resources

Better World makes a difference with investment in renewables

January 4, 2023
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

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

November 21, 2022
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

Helping your clients assess the climate impact of their Portfolio

November 15, 2021
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

How Mark Lewin saved 13 hours a week with Managed Accounts

November 28, 2022
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

Bad news equals good news

June 6, 2022
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

May 30, 2022
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

May 23, 2022
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

Adviser Brochures

Download
Why Diversification Is Important | 2024 Update

Download
Economic Scenario overview

Summary of the economic scenarios to be discussed at the Portfolio Construction Forum August 2023

Download
InvestSense Better World Portfolios on Mason Stevens

A range of ethically managed diversified managed accounts

Investsense podcast

InvestSense Podcast

On our Podcast we regularly discuss and share information regarding current market conditions, investment solutions and industry trends.

If you want to stay up to date and get the latest industry news and updates, don't miss out on our Podcasts.

Join our podcast
Black and white image of a headphone representing the InvestSense podcast.
Image of a headphone representing the InvestSense podcast.
Listen now
Oh, what a week!

Oh what a week! The Four Seasons hit might seem a bit upbeat for the occasion of a banking crisis, but the market has at least got its mojo back in the last few days.

Listen now
SVB bankruptcy triggers swift response from the Fed

On Friday morning Silicon Valley Bank (SVB) had been the 16th largest US bank and a successful S&P 500 company, but by Saturday morning it was bankrupt after a sudden run on its deposit base had rendered it unviable.

Listen now
Interest rate nerves as RBA walks a tightrope

Markets were again on the back foot last week. However, despite a fair amount of volatility, most markets were flat or only down by 1% or so.

Investor Resources

Investor Insights

Investor Resources

Better World Case Study - Brambles

February 6, 2023
Read More
Investor Resources

Better World makes a difference with investment in renewables

January 4, 2023
Read More

Highest inflation print in Australia since 2000

May 2, 2022
Read More

Rising rates and slowing growth, can't have one without the other

April 26, 2022
Read More

A quiet week with some swelling volatility

April 19, 2022
Read More

All eyes on the Ukraine and Russia border

February 24, 2022
Read More

Investor Brochures

Download
Market & Portfolio Update September 2023

Update on the markets and the portfolios for the InvestSense flagship Portfolios for the September quarter 2023

Download
Better World case study - Accountable Institutions

Flyer on some of the companies that focus on corporate governance and benefits for employees in the Better World Portfolios

Download
Better World Case Study - Healthcare

Flyer on the healthcare companies that are making a difference in the Better World portfolios

faqs

Explore some common questions asked by investors and advisers...

All faq's
Managed Accounts
Investsense
Ethical investing
InvestSense

Why do InvestSense Portfolios have CPI+ objectives?

Investors should consider what they want to achieve for their investments in relation to 'real' returns - the returns in excess of inflation. Portfolios with CPI+ objectives aim to provide investors with a guide to what they can expect in real terms from their investment options.
Read More
Managed Accounts

What is a Managed Account?

A Managed Account is an investment portfolio managed by professional fund managers. It is a structure that allows the manager to make changes to the portfolio in line with market conditions.
Read More
Managed Accounts

What are the benefits of Managed Accounts?

Managed accounts offer a variety of benefits to both advisers and investors alike. Managed accounts provide access to professionally managed and structured portfolios designed to deliver returns in line with a client's risk tolerance and investment goals.
Read More
Managed Accounts

How do I convert my clients’ portfolios to Managed Accounts?

Switching into Managed Accounts can be daunting, but the value delivered by these accounts make it well worth the effort and reduces client management over time. With a project based approach, you can effectively migrate clients from existing portfolios into our Managed Accounts.
Read More
InvestSense

What is the InvestSense investment process?

We believe that an investment approach should always be focused on delivering value for our clients and investors. Our process is based on three pillars which include being valuation driven, forward looking and transparent.
Read More
InvestSense

What valuation methodology do InvestSense use?

We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.
Read More
Managed Accounts

What is a Managed Account?

August 2, 2024
A Managed Account is an investment portfolio managed by professional fund managers. It is a structure that allows the manager to make changes to the portfolio in line with market conditions.
Read More
Managed Accounts

What are the benefits of Managed Accounts?

August 2, 2024
Managed accounts offer a variety of benefits to both advisers and investors alike. Managed accounts provide access to professionally managed and structured portfolios designed to deliver returns in line with a client's risk tolerance and investment goals.
Read More
Managed Accounts

How do I convert my clients’ portfolios to Managed Accounts?

August 2, 2024
Switching into Managed Accounts can be daunting, but the value delivered by these accounts make it well worth the effort and reduces client management over time. With a project based approach, you can effectively migrate clients from existing portfolios into our Managed Accounts.
Read More
InvestSense

Why do InvestSense Portfolios have CPI+ objectives?

September 23, 2024
Investors should consider what they want to achieve for their investments in relation to 'real' returns - the returns in excess of inflation. Portfolios with CPI+ objectives aim to provide investors with a guide to what they can expect in real terms from their investment options.
Read More
InvestSense

What is the InvestSense investment process?

August 2, 2024
We believe that an investment approach should always be focused on delivering value for our clients and investors. Our process is based on three pillars which include being valuation driven, forward looking and transparent.
Read More
InvestSense

What valuation methodology do InvestSense use?

August 2, 2024
We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.
Read More
Ethical Investing

What filters are used in the InvestSense ethical investment process?

August 2, 2024
InvestSense makes a number of considerations when assessing whether an asset is suitable for inclusion in our Better World Portfolios. The focus for all selection criteria is to exclude assets that may have a negative impact on people or planet and to ensure that sustainability and ethical management are at the forefront.
Read More
Ethical Investing

Do the InvestSense Better World funds invest in Renewable Energy?

August 2, 2024
Better World investments Portfolios have a focus on ethically aware investment opportunities which does include alternative energy solutions such as renewable energy. All investments consider whether a company is focused on creating positive change and contributing towards a more sustainable future.
Read More

Sign up to our Weekly Market Update and other insights.

The InvestSense Logo
Social Links
󰌻
Find Us
Level 24, Three International Towers
300 Barangaroo Avenue
Barangaroo NSW 2000
Contact Us
󰇮
info@investsense.com.au
󰘂
(02) 8067 8462
© 2024 InvestSense Pty Ltd. All Rights Reserved.
InvestSense Disclaimer & Privacy Policy
Icon of a letter
Close

Get the latest industry news

Icon of a letter
Close

Get the latest industry news

Icon of a letter
Close

Get the latest industry news