Whenever markets have run ‘hot’ it is wise to remind ourselves that while equities trend higher over the longer term, they are inherently cyclical, repeatedly rising above and falling below their long-term upwards trend. 

April 2026 was, by almost any historical measure, an extraordinary month for equity markets.

Our portfolios have just been launched on the North platform. This is another milestone which demonstrates our growing reach in the wealth management landscape. 

Markets had a difficult start to the year. Returns are broadly negative across major regions... there has been little place to hide.

Human Financial has taken another step forward, expanding its reach with the addition of its managed accounts to the CFS FirstChoice platform.

Geopolitical risk is a constant in markets — it simply flares up from time to time.

If markets have taught investors anything in recent years, it is to expect the unexpected.

December was broadly a risk-on month, though performance varied by region; looking back, 2025 was a year full of surprises – and one best navigated by patience.

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.