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Weekly Market Update

Global Equities Up on Hopes of Economic Stimulus

January 29, 2024

Last week saw a notable upswing in global equities, driven by optimism over a potential economic stimulus in China and dubious results in corporate earnings.

Weekly Market Update

Markets Retreat on Fading Rate Cut Hopes Before Late Rally

January 20, 2024

Risk assets broadly declined last week as economic data showed resilience and central banks pushed back against aggressive market pricing for rate cuts, puncturing investor hopes.

Weekly Market Update

Markets Shrug Off Surprise Upside in US Inflation

January 13, 2024

Despite a higher-than-expected rise in US CPI for December 2022, markets remained relatively sanguine over the implications for growth and monetary policy.

Weekly Market Update

Rocking the Boat - Equities Stumble After Big Tech Selloff

January 8, 2024

After outsized gains in big tech stocks last year, global equities have stumbled over the past week amidst a tech selloff, challenging the notion of their invulnerability and potentially signaling a shift in market optimism tied to recent liquidity trends.

Weekly Market Update

Recap of 2023: Two Stories With The Same Ending

December 22, 2023

This week started with more optimism about the US economy and further stock market gains until a sharp pullback on Wednesday snapped the US market’s nine-session winning streak. Thursday then saw a recovery, putting the S&P 500 back on track for an eighth week of gains, after US inflation data showed a gradual economic cooling in line with Fed hopes.

Weekly Market Update

Santa (Powell) Has Come Early For Markets

December 15, 2023

The last week in markets, as is often the case, was totally dominated by the US economy and monetary policy. In this case it was an encouraging inflation print on Wednesday, followed by the US Fed’s decision to keep rates on hold the next day.

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InvestSense Podcast

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Buffet Effect Boosts Japanese Market, US Consumer Remains Strong

April was a muddle through month where most markets ended where they started, some having moved about a bit more than others. The Nasdaq, and by extension the US market, continued to be the lightning rod for risk, but ended the month just in positive territory. Emerging markets were slightly down, while the biggest winner was Japan.

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Weak economic data not reflected in strong earnings results

After a relatively quiet few weeks the financial newswires have sprung back into life with positive US earnings surprises, another distressed US bank and an Australian inflation print that appears to have something for everyone.

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Portfolio Construction Forum - Finology Summit 2023 Preview

Jonathan Ramsay and Jonathan Tolub discuss the upcoming Portfolio Construction Forum Finology Summit 2023.

Investor Resources

Investor Insights

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Investor Brochures

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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.

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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.

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

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.

Ethical Investing

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.

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.

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.

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.

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.

Managed Accounts

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.

Managed Accounts

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.

Managed Accounts

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.

InvestSense

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.

InvestSense

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.

InvestSense

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.

Ethical Investing

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.

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Weekly market updates, podcasts and articles

Market Insights

Global Equities Up on Hopes of Economic Stimulus

Markets Retreat on Fading Rate Cut Hopes Before Late Rally

Markets Shrug Off Surprise Upside in US Inflation

Rocking the Boat - Equities Stumble After Big Tech Selloff

Recap of 2023: Two Stories With The Same Ending

Santa (Powell) Has Come Early For Markets

Adviser Brochures

InvestSense Podcast

Investor Insights

Investor Brochures

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

Why do InvestSense Portfolios have CPI+ objectives?

What filters are used in the InvestSense ethical investment process?

What valuation methodology do InvestSense use?

What is the InvestSense investment process?

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

What are the benefits of Managed Accounts?

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

What are the benefits of Managed Accounts?

What is a Managed Account?

Why do InvestSense Portfolios have CPI+ objectives?

What valuation methodology do InvestSense use?

What is the InvestSense investment process?

What filters are used in the InvestSense ethical investment process?

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