Nucleus Research and Insights

In response to current events & popular demand, Nucleus Wealth is proud to announce a new suite of ethical options under the Human Rights category. These options will screen out companies that are located in countries that do not meet the criteria you have selected.

Part of my investment thesis on China is that the underlying structural issues have been laid bare by the trade war. Regardless of any face-saving deal, the problems will not go away. China's reactions to three events in the past week appear increasingly unhinged and are likely to accelerate the ...

Most superannuation funds lost money in August on the back of the Australian stock market, falling around 2%. Our tactical funds all bucked the trend to increase in August on the back of our overweight bonds and heavily underweight Australian stocks holdings:

First, I need to set the scene. I wrote recently about how messed up the Australian economic cycle is, noting that housing booms come in several different flavours. Australia had a credit-driven housing boom from 2012 to 2017, and those types of boom/bust cycles usually have the following elements: