Chinese property is the largest asset class in the world. What happens there matters. And the raft of poor economic data emanating from China has investors looking at least a little nervous.
In this episode, Nucleus Wealth Chief Operating Officer, Shelley George, and Senior Financial Adviser, Samuel Kerr, dissect the changes to superannuation in FY24 and how you can leverage them to enhance your personal financial landscape. From potential advantages to important considerations that ...
During the year to July, our Core Australian and Core International equity portfolios outperformed their benchmark, bolstered again by our defensive and underweight resources and bank stock exposures. That trend reversed in July though, as the most beaten-down stocks rallied. Our tactical ...
Are we heading into a classic central bank-created bust, following a boom fuelled by low interest rates? So far this has been primarily about asset prices. Is it really a recession if unemployment remains low? Minsky’s hedge, speculative and Ponzi categories are playing out as ...
This week we look at how to profit from a falling iron ore price. The market has been obsessed with the prospect of Chinese stimulus. Finally, belatedly, the realisation is emerging that the stimulus is not coming. Further, it looks as though the entire development sector is now effectively ...
[section]
Globally producer price indexes have turned down quite decisively. China is trying to deal with deflation. There are two main explanations, with diametrically diverging investment outcomes. Under the first scenario, producer price inflation is a leading indicator for consumer price inflation. Falls ...
In this episode, we confront the prevailing fixation on GDP as a sole indicator of prosperity. The recent government announcement of a supplementary statistic to incorporate additional measurements of wellbeing gave hope for a more comprehensive approach, but upon closer examination, it falls short ...
Over the past few months the market has had a bifurcated view. Q2 earnings are expected to be bad, down almost 10%. But, by Q4, analysts have almost 10% earnings growth factored in. So, we are approaching a critical juncture. Q4 starts in a little over 2 months time. If those forecasts are as ...
Nucleus Wealth has recently partnered with Interactive Brokers. We are proud to offer a new lower fee structure, more functionality and lower brokerage costs on most transactions.
Steve Keen made a name for himself challenging conventional economic wisdom. In particular, Steve has a focus on how money creation works in the real world, which is very different from how it works in conventional economic models. For this reason, given the recent banking issues in the US and the ...
Happy New financial year!
The Australian investment landscape is dominated by oligopolies. Many of these oligopolies are large donors to both sides of politics and seem to get an easy run when it comes to tax and regulation. Michael West runs a website that focuses on independent journalism. Part of what he does is hold ...
How big can artificial intelligence be in the long term? In the longer term, the sky is the limit. The best analogy is likely the introduction of the internet or the personal computer into workplaces. Artificial intelligence will allow more to be done with fewer workers in a vast array of ...
