Nucleus Research and Insights

Australian energy policy is a mess. Investors should ignore the arguments. The antagonists are stuck in a perpetual time shift, prosecuting cases from 5-10 years ago, ignorant of the incoming change in solar economics.

The landscape of the financial advice industry has changed rapidly over the past decade, meaning major changes for clients and advisers alike. To unpack the changes, what these mean for clients and advisers, and what the future of financial advice looks like, we've brought Tristan Scifo and Harry ...

Many of you will have seen Trump's announcement essentially trying to prevent pension funds from considering ethical issues for investing. To quote The Australian:

We are in a strange political environment. Globally there have been trillions of dollars of government stimulus announced, deficit hawks have turned chicken, and formerly staunch opponents of government intervention have been leading the charge. How should investors assess each government stimulus ...

Join us as we discuss Technology's ever-growing role in the world, the resulting deflation it will generate, and the major structural changes to the economy as we know it caused by this. We discuss these changes in industries it's already happened in, as well as some likely candidates such as ...

Join us as we discuss CBA’s real-time tracking of the Australian economy, the difficult path ahead, the role of government in stimulating growth, and Gareth’s views on the housing market. In today’s investment webinar Nucleus Wealth’s Head of Investments Damien Klassen, Chief Economist Leith van ...

Today we look at a rough roadmap of what would need to happen on the road to suspending capitalism and markets being artificially held up indefinitely. Whilst we've already passed a few markers, there are numerous steps in fiscal and monetary policy to get us to the point of economic hell. Tune in ...

Diversity issues have exploded into the global zeitgeist over the past few months as Black Lives Matter protests have rocked cities around the world. From an investment perspective, diversity is an interesting concept. There have been a lot of studies into the diversity of gender and race on ...

Markets have disconnected from reality. The economic fundamentals are almost as bad as they have ever been. But that hasn't concerned markets in recent months, and it doesn't look like concerning markets any time soon. Therefore, we're looking at factors that may bring markets back to earth, and ...

An ounce of prevention is worth a pound of cure. Coronavirus has shown this to be accurate, both in managing the virus and in managing investment portfolios over the year to 30 June. At the end of January, we inoculated our portfolios against coronavirus. Our best performing fund in an absolute ...

Clicked on the link from our 16/07 podcast email and looking for our latest episode? See here: Will Insolvencies topple the Australian economy? With Caroline Di Russo In today's show we focus our attention on an emerging issue faced by both institutions and retirees alike : finding income in a zero ...

The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have collapsed, unemployment is surging, and mortgage availability is tightening. All of which points to declines in Australian property values. ...

Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as expensive as they have ever been. But that hasn’t concerned markets.

We have had a special focus in the last few weeks on the key players potentially driving the recent recovery in global markets. Today we resume focus on the theme, with special guest Kevin Muir joining to offer his take on the driving forces behind the recent resurgence, and a look to the potential ...