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 [...]
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 [...]
