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 [...]
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 [...]