Adviser Resources

Market Insights

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

September 19, 2019

In this weeks video Jonathan Tolub presents our monthly summary of research from our partner Hunt Economics.

Portfolio Construction: A Uniquely Australian Perspective

September 13, 2019

Diamonds in the rough with Southeastern Asset Management

September 5, 2018

In this week’s video we discuss selected ‘deep value opportunities’ with a traditional value manager from Southeastern Asset Management

Deep dive on Australian inflation and the latest from the US

August 30, 2018

In this week's video we take a closer look at inflation, in particular the Fed's preferred Personal Consumption Expenditure Deflator measure, and compare that with the latest quarterly numbers from Australia.

Inflation - looking through the noise part 1 - the US

August 15, 2018

Q3 Manager and Diversified Portfolio Performance Summary

April 10, 2018

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?'

Weekly Market Update

Markets Hold Steady with Eyes on the U.S. Elections and Economic Updates

October 30, 2024

Weekly Market Update

Key Insights from the H&B NSW 2024 Wealth Symposium

October 30, 2024

Weekly Market Update

Markets Mixed as Australia Shows Resilience Amid Global Slowdown Signals

October 23, 2024

Weekly Market Update

10-Year Series Part 5: The Anglo Saxon Property Reset and Productivity and Energy that Doesn't Cost the Earth

October 23, 2024

Weekly Market Update

10-Year Series Part 4: Japan -Euthanasia of the Saver & Eurozone Competitiveness Differentials

October 16, 2024

Weekly Market Update

Markets Steady Amid Geopolitical Tensions and Inflation Concerns

October 16, 2024

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.

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.

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.

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.

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%.

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.

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.

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.

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.

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...

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.

‘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.

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%.

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Markets dream of a soft landing

Hopes of a soft economic landing permeated markets last week and even the hapless UK market caught a bid late in the week, leaving it up a percent along with the ASX, while Europe, Japan and he US ended the quarter on a high note, up by 2-3%.

Listen now

Equity market declines, resilient bond markets, and the AI perspective

We had intended to retire the AI but following some quite positive feedback (which we don’t usually get) it gets a reprieve.

Listen now

The coming of the immaculate disinflation

US inflation moderated, the Federal Reserve temporally paused its rate hiking cycle while consumer sales and sentiment gauges firmed. On the face of it, this looks like an immaculate ‘disinflation’, and the dominant narrative in the press is that a resilient US consumer has fanned hopes of a soft landing.

Investor Resources

Investor Insights

Investor Resources

Better World Case Study - Brambles

February 6, 2023

Investor Resources

Better World makes a difference with investment in renewables

January 4, 2023

Highest inflation print in Australia since 2000

May 2, 2022

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

April 26, 2022

A quiet week with some swelling volatility

April 19, 2022

All eyes on the Ukraine and Russia border

February 24, 2022

Investor Brochures

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Market & Portfolio Update September 2023

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

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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

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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...

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.

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.

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?

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

InvestSense insights, delivered straight to your inbox.

Weekly market updates, podcasts and articles

Market Insights

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

Portfolio Construction: A Uniquely Australian Perspective

Diamonds in the rough with Southeastern Asset Management

Deep dive on Australian inflation and the latest from the US

Inflation - looking through the noise part 1 - the US

Q3 Manager and Diversified Portfolio Performance Summary

Markets Hold Steady with Eyes on the U.S. Elections and Economic Updates

Key Insights from the H&B NSW 2024 Wealth Symposium

Markets Mixed as Australia Shows Resilience Amid Global Slowdown Signals

10-Year Series Part 5: The Anglo Saxon Property Reset and Productivity and Energy that Doesn't Cost the Earth

10-Year Series Part 4: Japan -Euthanasia of the Saver & Eurozone Competitiveness Differentials

Markets Steady Amid Geopolitical Tensions and Inflation Concerns

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

Equities turbulent but resilient as interest rates rise

Strong start to the year continues despite recession concerns

Inflation - Flash Update

Recession fears build, yet equity markets end the week higher

Bad news equals good news

Better World makes a difference with investment in renewables

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

Helping your clients assess the climate impact of their Portfolio

How Mark Lewin saved 13 hours a week with Managed Accounts

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

Adviser Brochures

InvestSense Podcast

Investor Insights

Better World Case Study - Brambles

Better World makes a difference with investment in renewables

Highest inflation print in Australia since 2000

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

A quiet week with some swelling volatility

All eyes on the Ukraine and Russia border

Investor Brochures

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

Why do InvestSense Portfolios have CPI+ objectives?

What is a Managed Account?

What are the benefits of Managed Accounts?

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

What is the InvestSense investment process?

What valuation methodology do InvestSense use?

What is a Managed Account?

What are the benefits of Managed Accounts?

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

Why do InvestSense Portfolios have CPI+ objectives?

What is the InvestSense investment process?

What valuation methodology do InvestSense use?

What filters are used in the InvestSense ethical investment process?

Do the InvestSense Better World funds invest in Renewable Energy?

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