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 [...]
Last week I dealt with the less controversial changes to the Shiller P/E. You probably [...]
In today’s investment webinar, Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien [...]
For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a [...]
Nucleus Wealth are delighted to have received the 2021 IMAP Managed Account Award in the Innovation [...]
In today’s investment webinar, Nucleus Wealth’s Chief Economist Leith van Onselen, Head of Investments Damien [...]
We covered inflation in a lot of detail in our four-part series earlier this year. So far, [...]
July was another strong month for the stock market. Our tactical portfolios performed well, up [...]
Most of the global reporting season is over before the Australian reporting season has begun. [...]
June was another strong month for the stock market. Our tactical portfolios performed well, up [...]
We look at four key factors that constrain how high or low property prices can [...]
The market seems to be oscillating between value and growth months. In May it was [...]
This is the final in our series of four posts on the contrarian view for [...]
This is the third in a series of four posts on the contrarian view for [...]
