
Insights
Market Brief: When the scoreboard matters
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?
Market Brief: The momentum trap
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…
Market Brief: Geopolitics
Watch now: Geopolitical risks are real and escalating - and they’re not yet priced into global markets, says Human Financial CIO, Angus Sippe.
Market Brief: Don’t follow the herd
Watch now: Was the latest interest rate cut a green light to pile into equities? Angus Sippe, Human Financial CIO, has other ideas.
Market Brief: Deep dive into Moody’s US downgrade
Watch now: Moody’s strips US of its AAA credit rating. Does it really matter? Yes and no…
Market Brief: 4 factors driving US bond yields
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.
Market Brief: A Nothing Burger?
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?
Market Brief: Tariffs 101
Watch now: All the talk is about tariffs. But how do they actually work? Who pays for them? And who REALLY pays for them? And how should they influence our view on the markets?
Market Brief: The rise of DeepSeek
Watch now: The rapid rise of DeepSeek demonstrates the power of disruption. Surprises like this can also be disruptive for investment portfolios.
Market Brief: Australia has over 200% of GDP in debt
Watch now: Australia has over 200% of GDP in debt - that's more than emerging markets
Market Brief: Stay patient!
Watch now: Federal Reserve’s jumbo cut, the RBA holds, and the state of the US polls post-debate
Market Brief: The economic cycle transition
Watch now: Where we are in the economic cycle, and how interest rates might be affected
Market Brief: US earnings season, AUD moves, and interest rates outlook
Watch now: US earnings season, AUD moves, and the outlook for interest rates in Australia
Market Brief: Elections, Central Bank movements, and Aussie inflation
Watch now: elections in the US, UK and France, Central Bank movements, and Aussie inflation
Market Brief: Earnings, growth & inflation
Watch now: US corporate earnings, US growth, and inflation re-accelerating
Market Brief: The AI bubble
Watch now: US corporate earnings, US growth, and inflation re-accelerating