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 [...]
Global equities had the worst monthly fall since May 2012 when the euro sovereign debt [...]
The Oxford Institute for Energy Studies has an in-depth piece out on the cost of LNG [...]
After a strong August performance, September saw a pull-back in most of our portfolios amid concerns [...]
Fifteen months ago we started investing money for clients with a vision to bridge the [...]
Quantitative and statistical models are extremely useful in investing. But they are guides, not gospel. [...]
The Wall Street Journal suggests that they may have: I’m not seeing it yet in [...]
International stock markets ripped higher in August and both the Australian dollar and bond [...]
This post is dedicated to all of the Nervous Investors out there: you know who [...]
Investment markets are late in the economic cycle, the issue being that you never know [...]
The Hitchhikers Guide to the Galaxy has a galactic president: The President is very much [...]
July marked our first full year of live investment as Nucleus Wealth. We started the [...]
There is more from the Royal Commission grilling of National Australia Bank today, “Hopelessly Conflicted” [...]
News out this morning that ASIC Chairman James Shipton has greenlit the prospect of tactical [...]
Fairfax has been running a series of articles (see here and here) on the collapse [...]
From the AFR: The owners of Australia’s $117 billion listed real estate sector are expecting the [...]
