Nucleus Research and Insights

I wanted to follow up on Jeremy Grantham's comments from yesterday and run through some of GMO’s asset allocation views from the perspective of an Australian investor. Jeremy Grantham & Co. at GMO have put out two thoughtful (as always) pieces in the last 3 weeks. I rate the team there highly ...

The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China Different?” The answer? Not in any meaningful way. Here are some selective quotes and charts (the yellow notes are my comments

Richard Bookstaber recently put out an interesting post on sectors that he thought had problems on a 30-40 year view. Richard is the author of a number of good finance books - I liked A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation and I have his new one The ...

A few companies have come out recently talking about the effect of Trump tax cuts and flagging large losses/write-downs. From the FT:

Tim Fuller and Damien Klassen run through some keys areas to consider when assessing the performance, fees and asset allocation of your Self Managed Super Fund.

David Llewellyn Smith, Damien Klassen and Tim Fuller discuss the rise and rise of China, it's "Minsky moment", where it is going in 2018 and what it will mean for your portfolio.

Damien Klassen, David Llewellyn Smith, and Tim Fuller discuss their views on the rapidly changing energy landscape, and how you can position a portfolio to take advantage.

Join Damien Klassen, David Llewellyn Smith and Tim Fuller as we cover off on the prospects and possibilities of global oil.

Damien Klassen, David Llewellyn Smith and Tim Fuller give their thoughts on Bitcoin and blockchain, what to look out for and where it is going.

One of our core investment themes is that international stocks are the best asset class for Australian investors at this point in the cycle. To date, this has been the right call, with our international portfolio increasing over 13% over the last 4 months on the back of a weak Australian dollar, ...

The Australian SMSF Landscape We recently ran a webinar entitled the SMSF Asset Allocation Master Class in which, as an introduction, I thought I might provide a snapshot of the Australian SMSF landscape. The following graphs have been be created from an ATO dataset who publish SMSF statistics ...

Ethical investing is frankly confusing. There are plenty of good products, but also a number of products whose promoters may not be as ethical as the stocks they invest in...

One of our core investment themes is that international stocks are the best asset class for Australian investors at this point in the cycle. To date, this has been the right call, with our international portfolio increasing almost 10% over the last 3 months on the back of a weak Australian dollar, ...

ABC's The Business called upon David Llewellyn Smith for comment on current equity prices in the United States and what may lie ahead.

We have a number of Automobile and Auto Component stocks in our portfolio and September was a good month for both sectors with many of the stocks adding 10%+ over the month. A few have continued the performance into October (GM, in particular, was up 12% last month and another 14% month to date). ...