Technology disruption always feels magical the first time you experience it.

October monthly commentary: Gold’s strength emerges from the intersection of two powerful forces: the transition from tightening to easing, and the erosion of faith in other safe havens.

Why is gold glittering right now? And why are risk assets shining too? Best, we understand the underlying drivers.

Markets have entered a phase in which fundamentals and sentiment seem increasingly disconnected.

The most common question we hear today is: “What do you think about markets here?”

Do today’s markets feel like a game of park footy? Where rules are secondary and there’s no referee? And what happens when the game gets serious?

Stock markets rallied during most of July, driven by renewed enthusiasm that tariff rates will be much lower than some had feared.

Watch now: Market momentum is a bit like motor racing. When a racing car takes a corner, it needs grip and forward drive to stay on track and navigate confident. But then, suddenly…

Markets bounced broadly in June, led yet again by the familiar rallying cry of US exceptionalism.

Watch now: Geopolitical risks are real and escalating - and they’re not yet priced into global markets, says Human Financial CIO, Angus Sippe.

Markets bounced in May, amid mounting risks.

Watch now: Was the latest interest rate cut a green light to pile into equities? Angus Sippe, Human Financial CIO, has other ideas.

Watch now: Moody’s strips US of its AAA credit rating. Does it really matter? Yes and no…

Watch now: Trump’s tariff war - 5D chess or chump checkers?

While global equity markets began April under pressure from ongoing macroeconomic challenges, they managed a modest recovery by month-end.

Watch now: What's behind the recent move in US 10-year Treasury yields? Human Financial's CIO Angus Sippe says the move was to be expected. Listen in to find out why; and to hear the implications for long-term investors.

During the second week of April, US Government bonds — commonly referred to as Treasuries — experienced a significant selloff.

March was another down month for stock markets, delivering the worst first quarter for Australian shares since the initial Covid hit of 2020.

Watch now: While tariff turmoil attracts attention, we also need to keep an eye on bread-and-butter budget issues - like the recent Australian Budget and upcoming elections. Is there much to digest, or could this be a Nothing Burger?

The global equity seascape witnessed significant divergence, with Australian and US markets underperforming their European and Asian counterparts.