Performance
Where to now for investors? A big backdown on tariffs earlier this month saw markets [...]
Articles
RBA Governor Michele Bullock’s media appearance this week was viewed as a victory lap in the [...]
Australia is a kind of mind-moulding autocracy in which the words “immigration” and “racist” are [...]
Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith [...]
The Q4 national accounts release from the Australian Bureau of Statistics (ABS) revealed that households [...]
Central banks worldwide, particularly in the US, have promised to tighten financial conditions. What this [...]
Bonds have just been through one of the worst four-month periods ever, down around 10%. [...]
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 [...]
