A Managed Account structure allows us to make dynamic changes to the portfolios so investors can benefit from market movements and are protected from risk.
Our tailored portal allows you to look inside the portfolios in real time. Advisers can log into our tailored interface and explore the inner workings of the portfolios whenever it suits.
The InvestSense portfolios are available on most major platforms. However, we understand that you only want to see the portfolios that are relevant to you. Contact our team to set up the portal the way you want it.
Our portfolios include direct equities, Exchange Traded Funds and active and passive managed funds. An in-depth analysis of the investments selected and a review of their performance is available in the portal.
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Every week we provide an update on the markets and other industry news. We have a regular podcast and often showcase topical issues in a weekly video. Sign up today by completing the following form.
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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.
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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.
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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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