US inflation is still pretty contained. There are lots of areas of concern, but the overall numbers look good given the environment.
Independent performance tables to 30 June are in, and the AFR has listed the best‑performing large super funds. Our flagship Nucleus Growth fund finished near the very top with a 12.1 % return for FY‑25¹.
China says its economy is growing at 5.2%, but falling prices and sluggish demand tell a very different story. Some are now calling it a “golden depression”—recession hidden by stimulus.
Bloomberg is out this week talking about the "once-in-a-generation trade" in the copper market: The Aug. 1 deadline for Trump's 50% copper tariffs signals the endgame for the most profitable trade that industry veterans say they have ever seen...
Tesla has finally, sort of, launched driverless cars. Waymo is doing 250,000 trips per week.
The financial year end 30 June was volatile. But, after all was said and done, our international fund finished up over 18%, our Australian fund finished up over 15%. Our tactical growth finished up over 12%. All of our funds look attractive relative to their benchmarks, especially as they were all ...
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked through what worked in 2025, what didn't and where we are opening 2026.
The St Louis Fed recently did an interesting AI survey that suggested the benefits of AI are large in certain areas but far from uniform.
As Australia continues to shed its industrial base, the US is rebuilding. Morgan Stanley with the note.
The biggest narrative in world markets surrounds the US. On one hand, the US economy has been growing strongly, is resilient and has seen significant productivity growth.