Insights

Angus Sippe12 November 2024

It doesn’t always pay to play favourites

October proved to be a quieter month, with markets experiencing generally weaker performance as the US election approached.

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Angus Sippe12 November 2024

It doesn’t always pay to play favourites

October proved to be a quieter month, with markets experiencing generally weaker performance as the US election approached.

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Angus Sippe11 October 2024

A strong quarter, with a surprise ending

As the quarter drew to a close, we experienced two major events that influenced market rotation.

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Angus Sippe5 September 2024

What do they know, that we don't?

At Human Financial, we remain of the view that we are in the midst of an economic regime change: from growth into slowdown. Some data points are already signalling a recession.

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Angus Sippe12 August 2024

Volatility: Are you sinking or sailing?

Investing is like sailing. Occasionally you’re cruising on a mirrored lake, but mostly it’s choppy.

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Angus Sippe9 July 2024

The bear in bull's clothing

Equity market returns for the second quarter were decidedly mixed across the board.

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Angus Sippe17 June 2024

Australians are in a price vice

The Australian consumer is now so tightly squeezed that some households are making dangerous sacrifices to make ends meet.

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Angus Sippe3 May 2024

April fooled the bulls

Two market forces, emerging simultaneously, confirm our current preference for capital preservation.

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Angus Sippe11 March 2024

Crystal balls don’t tell all

Why we’re taking a new look at emerging market equities.

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Angus Sippe30 January 2024

Extra hot or extra strong?

In the last couple of months of 2023, global economic data surprises had been falling into neutral (zero) territory suggesting expectations were no longer being exceeded.

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