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 [...]
I have a confession. I don’t know much about the inner workings of combustion engines. Starting combustion [...]
I have a working theory that overall betting odds on elections are affected by what [...]
The global economy is in a delicate state. Nearly every major economy is facing some [...]
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There has been a lot of talk lately about electric vehicles and their impact on [...]
A side effect of Russia’s invasion of Ukraine has been the jump in oil and [...]
Not every investment has an equal distribution of upside and downside. Humans, as a rule, [...]
Chinese inflation indexes were weak again yesterday. Consumer price inflation has been weak for more [...]
December saw a strong performance from all of our tactical portfolios. Our Growth portfolio rose [...]
Uncertainty increasing I have some pretty clear ideas about which trends are sustainable and which [...]
November saw a strong performance from all of our tactical portfolios, our growth portfolio rose [...]
A client asked us to look at a recent Bridgewater post titled It’s Mostly a Demand [...]
October was not our month. Stock markets pulled back but rebounded mid-month to end in [...]
In today’s investment webinar, Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien [...]
