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 [...]
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 [...]
[...]
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 [...]
October was not our month. Stock markets pulled back but rebounded mid-month to end in [...]
In today’s investment webinar, Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien [...]