What is a fair way to compare funds?

November 29, 2021
How Can We Do Apple With Apples Comparisons For Industry Funds With Different Asset Allocations And Levels Of Illiquid Investment?

Understanding how to compare funds is critical to any investment selection process.

In this video we discuss how to assess individual investment funds in order to be able to compare them effectively. Without a clear understanding of how to compare funds effectively, it could be easy to make the wrong fund selections based on incomplete or inaccurate information.

A tug-of-war between solid corporate profits and gathering macroeconomic headwinds

April 27, 2024
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Market indigestion: Strong US Economic, Data Rising Inflation and market volatility

April 20, 2024
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Financial markets whipsaw as stubborn inflation forces central banks to recalibrate rate cut plans.

April 13, 2024
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Markets navigate cross currents of stronger economies and a higher rate outlook

April 7, 2024
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Q1 2024 Update - World Markets Roar, ASX Shouts A Bit

April 7, 2024
This week, our Q1 update reveals markets experiencing an uptick with notably low volatility.
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Central Banks Shake Markets: The Weekly Market Sense Check

March 23, 2024
This past week saw eventful moves in markets, largely driven by central bank actions. The most unexpected was the Swiss National Bank's decision to reduce rates, going against the broader trend. However, this did not have a major impact on markets overall.
Read More

A tug-of-war between solid corporate profits and gathering macroeconomic headwinds

April 27, 2024
Read More

Market indigestion: Strong US Economic, Data Rising Inflation and market volatility

April 20, 2024
Read More

Financial markets whipsaw as stubborn inflation forces central banks to recalibrate rate cut plans.

April 13, 2024
Read More

Markets navigate cross currents of stronger economies and a higher rate outlook

April 7, 2024
Read More

Q1 2024 Update - World Markets Roar, ASX Shouts A Bit

April 7, 2024
This week, our Q1 update reveals markets experiencing an uptick with notably low volatility.
Read More

Central Banks Shake Markets: The Weekly Market Sense Check

March 23, 2024
This past week saw eventful moves in markets, largely driven by central bank actions. The most unexpected was the Swiss National Bank's decision to reduce rates, going against the broader trend. However, this did not have a major impact on markets overall.
Read More

Recession fears build, yet equity markets end the week higher

June 28, 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%.
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‘Buy the dip’ opportunism start surfacing

June 17, 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.
Read More

US momentarily dips into official bear market territory

June 17, 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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It's going to be a long six months

June 15, 2022
Join Jonathan Ramsay and Andrew Hunt as they discuss what the future holds for the Chinese growth model, Where to from here, and what will the implications be for the west…
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The market has a "breadth" problem

June 15, 2022
Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics as they discuss the markets ‘breadth’ problem and how strong liquidity should keep things afloat until February.
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Finding value and maintaining confidence in a FOMO world

June 15, 2022
Join host Toby Potter of IMAP with Nick Kirrage of Schroders and Jonathan Ramsay of InvestSense as they discuss value as a style, and as a driver of conviction when investing.
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Better World makes a difference with investment in renewables

February 6, 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.
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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.
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Helping your clients assess the climate impact of their Portfolio

June 12, 2022
Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.
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How Mark Lewin saved 13 hours a week with Managed Accounts

January 16, 2023
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...
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Bad news equals good news

June 28, 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.
Read More

‘Buy the dip’ opportunism start surfacing

June 17, 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.
Read More

US momentarily dips into official bear market territory

June 17, 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%.
Read More
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