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Adviser Resources

Market Insights

Global Markets Navigate Mixed Signals: Earnings Surges, Inflation Divergences, and the Persistent Volatility Ahead

February 23, 2024
Global markets were mixed this week as investors digested the latest economic data and corporate earnings results.
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Unpacking a Volatile Week Amid Inflation Warnings and Surprising Strengths

February 19, 2024
Markets gyrated last week as hotter-than-expected US inflation data sparked an initial tech rout before recovering. Meanwhile better-than-feared earnings results and recession-resilient emerging markets outperformed.
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S&P 500 Breaks 5,000 Amid Mixed Economic Signals and Rate Cut Speculations

February 12, 2024
It was an up and down week for markets after a strong finish the prior week.
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U.S. Jobs Report Sparks Market Shift

February 5, 2024
Amid a mixed bag of US corporate earnings and a strong jobs report fueling rate hike expectations, global markets face contrasting fortunes, highlighting the complexity of forecasting economic trends in a time of technological growth and geopolitical uncertainty.
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Global Equities Up on Hopes of Economic Stimulus

January 29, 2024
Last week saw a notable upswing in global equities, driven by optimism over a potential economic stimulus in China and dubious results in corporate earnings.
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Markets Retreat on Fading Rate Cut Hopes Before Late Rally

January 20, 2024
Risk assets broadly declined last week as economic data showed resilience and central banks pushed back against aggressive market pricing for rate cuts, puncturing investor hopes.
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Global Markets Navigate Mixed Signals: Earnings Surges, Inflation Divergences, and the Persistent Volatility Ahead

February 23, 2024
Global markets were mixed this week as investors digested the latest economic data and corporate earnings results.
Read More

Unpacking a Volatile Week Amid Inflation Warnings and Surprising Strengths

February 19, 2024
Markets gyrated last week as hotter-than-expected US inflation data sparked an initial tech rout before recovering. Meanwhile better-than-feared earnings results and recession-resilient emerging markets outperformed.
Read More

S&P 500 Breaks 5,000 Amid Mixed Economic Signals and Rate Cut Speculations

February 12, 2024
It was an up and down week for markets after a strong finish the prior week.
Read More

U.S. Jobs Report Sparks Market Shift

February 5, 2024
Amid a mixed bag of US corporate earnings and a strong jobs report fueling rate hike expectations, global markets face contrasting fortunes, highlighting the complexity of forecasting economic trends in a time of technological growth and geopolitical uncertainty.
Read More

Global Equities Up on Hopes of Economic Stimulus

January 29, 2024
Last week saw a notable upswing in global equities, driven by optimism over a potential economic stimulus in China and dubious results in corporate earnings.
Read More

Markets Retreat on Fading Rate Cut Hopes Before Late Rally

January 20, 2024
Risk assets broadly declined last week as economic data showed resilience and central banks pushed back against aggressive market pricing for rate cuts, puncturing investor hopes.
Read More

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.
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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.
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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.
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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.
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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%.
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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.
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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.
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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

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.
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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...
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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.
Read More

‘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.
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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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Adviser Brochures

Why Diversification Is Important | 2024 Update

Economic Scenario overview

Summary of the economic scenarios to be discussed at the Portfolio Construction Forum August 2023

InvestSense Better World Portfolios on Mason Stevens

A range of ethically managed diversified managed accounts

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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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Black and white image of a headphone representing the InvestSense podcast.
Image of a headphone representing the InvestSense podcast.
S&P 500 Breaks 5,000 Amid Mixed Economic Signals and Rate Cut Speculations

It was an up and down week for markets after a strong finish the prior week. Markets ended slightly up but the Fed pushed back on imminent rate cuts, putting some pressure on markets. However, positive earnings results overcame that and the US market hit new highs.

U.S. Jobs Report Sparks Market Shift

Amid a mixed bag of US corporate earnings and a strong jobs report fueling rate hike expectations, global markets face contrasting fortunes, highlighting the complexity of forecasting economic trends in a time of technological growth and geopolitical uncertainty.

Global Equities Surge on Hopes of Economic Stimulus

Investor Resources

Investor Insights

Better World Case Study - Brambles

February 6, 2023
Brambles are a world leader in waste management and circular economy. Brambles use sophisticated processes to reduce and reuse waste in their business and have won many awards as a result.
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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.
Read More

Highest inflation print in Australia since 2000

May 2, 2022
The Nasdaq finished the week with another 4% fall on Friday, closing down 13% for the month and more than 20% year to date. The wider US market was also down sharply and is now down 9% and 13% for the month and year to date respectively.
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Rising rates and slowing growth, can't have one without the other

April 26, 2022
Slowing growth and rising rates also proved to be a strong headwind to local Materials and IT stocks respectively with both sectors down 5%.
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A quiet week with some swelling volatility

April 19, 2022
On the face of it was a fairly quiet week leading into the Easter break with most markets ending flat for the shortened week; however, you didn’t have to look too far below the surface to find volatility.
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All eyes on the Ukraine and Russia border

February 24, 2022
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.
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Investor Brochures

Market & Portfolio Update September 2023

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

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

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...

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.
Read More

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.
Read More

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.
Read More

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.
Read More

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.
Read More

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.
Read More

What are the benefits of Managed Accounts?

April 27, 2023
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.
Read More

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

April 27, 2023
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.
Read More

What is a Managed Account?

April 22, 2023
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.
Read More

Why do InvestSense Portfolios have CPI+ objectives?

March 21, 2023
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.
Read More

What is the InvestSense investment process?

March 21, 2023
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.
Read More

What valuation methodology do InvestSense use?

March 21, 2023
We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.
Read More

What filters are used in the InvestSense ethical investment process?

March 21, 2023
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.
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Do the InvestSense Better World funds invest in Renewable Energy?

March 21, 2023
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.
Read More
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