The US debt ceiling is a recurring distraction. I expect this time to be the same as the last few, based largely on theatre and brinksmanship. However, it is worth touching on the nuances:
Have you or someone you know experienced the mayhem in the rental market lately? Rents are up nationally 10.1% in the last 12 months according to SQM. Underlying that is up to 50% increases as existing tenants' leases expire, bidding wars for new properties, and inspection queues sometimes winding ...
In November, China issued a sweeping directive to rescue its property sector. At face value, it was a major recalibration of its property crackdown. There are two ways to read the string of announcements: China is starting down the “whatever it takes” path. The current policies may not be enough, ...
Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one of the few food ingredients that is up (and Ukraine/Russia are not even major producers), but meat is down. At the same time, international shipping rates have plummeted. The Baltic Dry Index is about 75% ...
In financial jargon, data types range between soft and hard. Soft data consists of surveys and forecasts. Less reliable but usually much more timely. Hard data consists of confirmed results. Hard is much more reliable but arrives after the fact. Successful investment requires interpretation of the ...
During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight resources and bank stock exposures. The ASX rose 1.8% and the MSCI World rose 3.1%, our Australian portfolio rose 3.1% and our international rose 4.4%. Our tactical portfolios ...
JP Morgan bought First Republic Bank, the USA’s second-biggest bank failure in history. The Federal Reserve hiked rates another 25 bps to their highest level in 16 years, along with Tuesday's surprise increase from the RBA. Jenny Craig is reportedly closing its operations after 40 years, as it ...
This page contains each chart from the latest property market update. See residential real estate for the forecasting methodology. Within all cities, a clear divergence is occurring between houses and units.
During COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. And it worked! Bankruptcies plunged in developed countries all over the world. But now, the rules are back to normal. Bankruptcies are starting to rise once more. Is this a sign that the ...
There are early signs that the property market has bottomed, and a number of analysts are calling for prices to start rising as the RBA cuts rates. We compare this to the upcoming mortgage cliff. What happens when an irresistible force meets an immovable object? In this week’s webinar, Nucleus ...
Today I want to talk about what the other side of the downturn will look like. Not because I think the downturn is over. In fact, the signs are increasingly pointing towards a continued acceleration of the credit crunch. But, the time to plan your portfolio is not as earnings are being hit and ...
Over the last few weeks, the Nucleus Wealth team discussed several times the probability of a credit crunch. Now that data is flowing through, the signs are ominous. Bank lending and credit availability have pulled back sharply. In this week’s webinar, Nucleus Wealth’s Chief Investment Officer, ...
During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight bank stock exposures. Quality and growth stocks boomed, banks fell. The ASX fell slightly but our Australian portfolio rose 1.6% and our international rose 5%. Bonds rose around 3.5%.
Can Doing Less Help You Achieve More? Or Will Following The Herd Lead You Astray? In this episode of Nucleus Wealth Empower, Shelley George, Nucleus Wealth’s Chief Operating Officer and Damien Klassen, Chief Investment Officer, addressed this incongruous issue. Empowering you to develop money and ...
