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The InvestSense Podcast
The InvestSense Podcast episodes
- 2 Minute Market Update 10th January 2021SpacerREMOVEMarkets flat in the last week of the year means. markets hold on to modest gains for DecemberMarkets were resilient in the face of US political upheaval and a BlueWave was seen to be supportive of the Reflation Trade10 year bond rates pushed in the US and Australia pushed upwards past 1% .Markets were resilient in the face of US political upheaval and a BlueWave was seen to be supportive of the Reflation Trade.10 year bond rates pushed in the US and Australia pushed upwards past 1% .Value outperformed growth but US tech staged a late come back after falling sharply earlier in the week.14 min
- 2 Minute Market Update 3rd January 2020SpacerREMOVEMarkets flat in the last week of the year means. markets hold on to modest gains for DecemberReturns for 2020 are more diverse - Asia, US Tech end up more than double digits while Europe/UK/Value still underwaterAustralia breaks even for 2020 thanks to iron ore and recovering banks14 min
- 3 Minute Market Update 27th December 2020SpacerREMOVEMarkets flat ……againAustralian Market Resilient in the face of COVIDRate markets maybe a little wobbly14 min
- Fed still has the market's back, for now....Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss markets, monetary policy and portfolios.15 min
- 3 Minute(ish) Market Update 20th December 2020Markets flat for the week after a few minor ups and downsCommodities/Iron Ore Keep risingRates only slightly higher despite higher inflation expectations14 min
- 3 Minute Market Update 13th December 2020Markets only down slightly at end of the week despite worsening economic and COVID data as vaccine rolled outUK surprisingly resilient in face of No Deal BrexitThe yield curve is steepeningRates edging up, when do markets start to mind?There is still value in many markets where long-term high single digit returns should be possible14 min
- 3 Minute Market Update 6th December 2020Markets up but a few interesting shifts under the surface, especially for Australian investorsRates edging up, when do markets start to mind?There is still value in many markets where long-term high single digit returns should be possible14 min
- 3 Minute Market Update 29th November 2020Another vaccine and another positive week for marketsMarkets likely to be up over 10% for the monthCommodity markets and value managers enjoying the reflation trade the most14 min
- Value, growth and consumer psychology in emerging marketsJoin InvestSense Director Jonathan Ramsay and Trinetra Investment Management’s CIO Tassos Stassopoulos as they discuss the current investing environment in emerging markets.24 min
- Weekly Market Update 22nd November 2020Another 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?14 min
About The InvestSense Podcast
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InvestSense discuss the latest in portfolio management, economics and investments while joined by leading voices from around the world.
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