Articles
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and [...]
Webinars
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. [...]
Performance
Another big month for markets. Our international portfolio in particular performed much better than benchmark, [...]
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced [...]
Australia’s manufacturing sector has shrunk to just over 5% of GDP, the lowest share in [...]
It would be hard to do a podcast on anything other than tariffs… In this [...]
NVIDIA took a tumble this week as DeepSeek fears overran the market. In this [...]
I’m assuming most readers are at least somewhat aware of DeepSeek over the past week, [...]
The Australian dollar has been in freefall for a number of months but has rallied [...]
OK. Let me get this out of the way up front: Trump will declare victory [...]
For the 12 months to Dec 31 it was a cracking year for stocks. To [...]
2025 has seen a huge rise in long term bond yields, causing ructions in the [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looked at a range [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looked through the performance [...]
In this week’s Special Christmas edition of the podcast, Nucleus Wealth’s Chief Investment Officer, Damien [...]
A stark divide has opened up between Australia and the rest of the world. Productivity [...]
In November, global markets boomed on the back of the Trump election, continuing into December [...]
