Insights

Angus Sippe5 December 2024

Lather, rinse, repeat?

The major market news of the month was the re-election of Donald Trump as the 47th President of the United States of America. But is this a game-changer?

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Angus Sippe5 December 2024

Lather, rinse, repeat?

The major market news of the month was the re-election of Donald Trump as the 47th President of the United States of America. But is this a game-changer?

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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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