Human Financial
Insights
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.
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.
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.
Angus Sippe9 July 2024
The bear in bull's clothing
Equity market returns for the second quarter were decidedly mixed across the board.
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.
Angus Sippe3 May 2024
April fooled the bulls
Two market forces, emerging simultaneously, confirm our current preference for capital preservation.
Angus Sippe11 March 2024
Crystal balls don’t tell all
Why we’re taking a new look at emerging market equities.
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.
Angus Sippe25 January 2024
Fed about-face
December rounded out a strong 2023 for most financial markets with an additional rally into year end.
Angus Sippe20 December 2023
Everything Everywhere All at Once
The less sense it makes, the better.