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

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.

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?'

Join Jonathan Ramsay and Andrew Hunt as they discuss how Japan diverts from the norm when it comes to economics.

It was another volatile week for stock markets, and even more so for commodity, currency and bonds as investors struggled to digest the implications of expelling Russia from the global economy.

After repeated warnings from Western intelligence, which most geopolitical experts were skeptical of, Putin invaded Ukraine. Markets fell sharply, especially in the US, but later rebounded and ended the week flat (or up by 2% in the case of the US).

In what has become a familiar pattern, markets rose in the early part of the week amid signs that Putin’s aggressive posturing towards Ukraine might be just that, only to fall back as he appears to up the ante yet again.

The main news of the week happened as the European market closed. An unequivocal warning by US intelligence that a Russian invasion of Ukraine might be imminent.

US equity markets ended the week more or less where they started, albeit with some considerable volatility that contained more 4% swings.

The to and fro of US markets last week resembled the titanic struggle between Nadal and Medvedev with bulls and bears trading blows that resulted in multiple 4% round trips during the week.

Last week Andrew visited the InvestSense offices and shared his observations and findings from his visit to the United States, specifically New York.

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.

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.

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.

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%.

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.

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.

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.

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.