Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
The conflict in the Middle East has caused oil prices to surge. This could lead [...]
Correlation doesn’t equal causation. But sometimes it does. Is it possible the board of Qantas [...]
There have been several high-profile hacks recently, and share prices can plummet in response. Examples [...]
In macroeconomics, there is a firehose of data. Pick your bias, and you can usually [...]
August proved to be a volatile month with the S&P 500 and Nasdaq-100 Indices posting [...]
I want to bring your attention to two incorrect charts that we have shown on [...]
Nucleus Wealth are delighted to have received the 2023 IMAP Managed Account Award in the [...]
Chinese property is the largest asset class in the world. What happens there matters. And [...]
During the year to July, our Core Australian and Core International equity portfolios outperformed their [...]
How big can artificial intelligence be in the long term? In the longer term, the [...]
During the year to June, our Core Australian equity portfolio significantly outperformed the benchmark, ranking [...]
Jobs continue to defy naysayers There are a lot of signs that a recession is [...]
During May, our Australian equity portfolio significantly outperformed the benchmark, bolstered again by our defensive [...]
The US debt ceiling is a recurring distraction. I expect this time to be the [...]
In financial jargon, data types range between soft and hard. Soft data consists of surveys [...]