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Weekly market updates, podcasts and articles

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Adviser Resources

Market Insights

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

April 20, 2024
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Financial markets whipsaw as stubborn inflation forces central banks to recalibrate rate cut plans.

April 13, 2024
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Markets navigate cross currents of stronger economies and a higher rate outlook

April 6, 2024
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Q1 2024 Update - World Markets Roar, ASX Shouts A Bit

April 2, 2024
This week, our Q1 update reveals markets experiencing an uptick with notably low volatility.
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Central Banks Shake Markets: The Weekly Market Sense Check

March 23, 2024
This past week saw eventful moves in markets, largely driven by central bank actions. The most unexpected was the Swiss National Bank's decision to reduce rates, going against the broader trend. However, this did not have a major impact on markets overall.
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A flat market despite surprising inflation data

March 15, 2024
Despite a relatively calm week in global markets, the focus was on higher-than-expected inflation figures.
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Adviser Brochures

Why Diversification Is Important | 2025 Update

Catch the next wave - benefits of Managed Accounts

InvestSense Diversified Portfolios on North

The AMP North Platform has a range of InvestSense diversified portfolios to suit investors' needs. There are the Multi-Asset Portfolios which include a mix of ETFs, direct shares and Managed Funds. There are also the Diversified Portfolios that include ETFs and Managed Funds only.

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.

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Black and white image of a headphone representing the InvestSense podcast.
Image of a headphone representing the InvestSense podcast.
Strong start to the year continues despite recession concerns

Interest rate sensitivity continues into the new year

During the last few weeks, the prospect of rising interest rate expectations continued to grip markets, as the soft landing/rapid disinflation thesis was tested.

Central banks remain wary as US inflation comes down

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.

Investor Resources

Investor Insights

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Investor Brochures

WHY MANAGED ACCOUNTS

Managed Accounts are an investment solution that combines Managed Funds, ETFs and direct shares into a professionally managed portfolio that is monitored and optimised in real time.

INVESTING FOR A BETTER WORLD

Ethical responsible investing describes an investment approach that aims to select companies that have some form of ethical bias. These days, it is a sophisticated approach to investing which takes into account many different criteria.

faqs

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

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.
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What filters are used in the InvestSense ethical investment process?

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.
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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.
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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

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.
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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

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

January 30, 2025
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

What are the benefits of Managed Accounts?

January 30, 2025
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

What is a Managed Account?

January 30, 2025
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

Why do InvestSense Portfolios have CPI+ objectives?

January 30, 2025
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

What valuation methodology do InvestSense use?

January 30, 2025
We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.
Read More

What is the InvestSense investment process?

January 30, 2025
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

What filters are used in the InvestSense ethical investment process?

January 30, 2025
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

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