Adviser Resources

Market Insights

Weekly Market Update

Market Whiplash: How Markets Are Reacting to Trump’s Policy Signals

November 19, 2024

Weekly Market Update

Trump Trade Unwinds: Market Reactions to the U.S. Election Outcome

November 11, 2024

Weekly Market Update

The Implications of Trump's (likely) Clean Sweep: A Turning Point for the Global Economy

November 7, 2024

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

Market Whiplash: How Markets Are Reacting to Trump’s Policy Signals

November 19, 2024

Weekly Market Update

Trump Trade Unwinds: Market Reactions to the U.S. Election Outcome

November 11, 2024

Weekly Market Update

The Implications of Trump's (likely) Clean Sweep: A Turning Point for the Global Economy

November 7, 2024

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

‘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%.

Markets slid again last week, with a concentrated sell off in US tech

January 24, 2022

Markets slid again last week but the selling was concentrated in US tech, most of which is down 10% or so this year. Much of last week’s selling occurred in the last 2 sessions of the week.

We've got a bad case of FOMO, but it's not what you think

January 17, 2022

With valuation still being the lightening rod for when markets react to external forces, the most expensive things tend to move the most. What does this mean for global asset allocators, and what is InvestSense’s position?

Interest rate sensitivity persists into the new year

January 9, 2022

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.

What happened in markets in 2021, and why?

January 3, 2022

Join InvestSense Director, Jonathon Ramsey to reflect on the price action seen in markets in 2021 and what this might mean for 2022.

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%.

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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Big Tech Flexes Its Muscles With Late Week Surge

It was a mixed week in global financial markets as the market continued to assess the likelihood of a hard or soft landing next year and the implication for inflation and interest

Listen now

Santa (Powell) Has Come Early For Markets

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.

Listen now

Booming Small Caps to Bond Spreads Tightening

Global Markets Experience Mild Gains with Strong Performance in Tech and Healthcare Sectors Amidst Mixed Economic Signals

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

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...

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.

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Weekly market updates, podcasts and articles

Market Insights

Market Whiplash: How Markets Are Reacting to Trump’s Policy Signals

Trump Trade Unwinds: Market Reactions to the U.S. Election Outcome

The Implications of Trump's (likely) Clean Sweep: A Turning Point for the Global Economy

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

Market Whiplash: How Markets Are Reacting to Trump’s Policy Signals

Trump Trade Unwinds: Market Reactions to the U.S. Election Outcome

The Implications of Trump's (likely) Clean Sweep: A Turning Point for the Global Economy

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

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

Markets slid again last week, with a concentrated sell off in US tech

We've got a bad case of FOMO, but it's not what you think

Interest rate sensitivity persists into the new year

What happened in markets in 2021, and why?

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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