Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss markets, monetary policy and portfolios.

Markets flat for the week after a few minor ups and downs

Commodities/Iron Ore Keep rising

Rates only slightly higher despite higher inflation expectations

Markets only down slightly at end of the week despite worsening economic and COVID data as vaccine rolled out

UK surprisingly resilient in face of No Deal Brexit

The yield curve is steepening

Rates edging up, when do markets start to mind?

There is still value in many markets where long-term high single digit returns should be possible

Markets up but a few interesting shifts under the surface, especially for Australian investors

Rates edging up, when do markets start to mind?

There is still value in many markets where long-term high single digit returns should be possible

Another vaccine and another positive week for markets

Markets likely to be up over 10% for the month

Commodity markets and value managers enjoying the reflation trade the most

Join InvestSense Director Jonathan Ramsay and Trinetra Investment Management’s CIO Tassos Stassopoulos as they discuss the current investing environment in emerging markets.

Another vaccine, another leg-up for the reflation trade and a blow-off for tech stocks.

A longer turning point for value and growth stocks or another false dawn for value managers?

COVID affected stocks jump while tech stocks fall

Aussie banks have their own relief rally

An upwards bias to inflation?

Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss markets, monetary policy and portfolios.

Markets down but bond rates up

Asia proving more COVID resistant

Active managers making a come back, especially versus factor based ETF’s?

Countdown to the US election