Insights

Angus Sippe6 February 2025

Disruptors or Enablers?

Are selloffs in mega-cap US companies a screaming buy opportunity or a warning signal of deeper troubles ahead?

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Angus Sippe6 February 2025

Disruptors or Enablers?

Are selloffs in mega-cap US companies a screaming buy opportunity or a warning signal of deeper troubles ahead?

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Angus Sippe8 January 2025

Markets are spinning

A useful analogy for understanding economic growth is that of a spinning top. At high speeds, it remains stable and self-sustaining; however, as it slows down, it becomes increasingly unstable and wobbly...

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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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Human Financial12 November 2024

Market Brief - November 2024

Watch now: Australia has over 200% of GDP in debt - that's more than emerging markets

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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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Human Financial23 September 2024

Market Brief - September 2024

Watch now: Federal Reserve's jumbo cut, the RBA holds, and the state of the US polls post-debate

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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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Human Financial22 August 2024

Market Brief - August 2024

Watch now: Where we are in the economic cycle, and how interest rates might be affected

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