Every cycle has a bellwether. Today it's NVIDIA. We're operating in a two-speed economy where the US consumer looks fatigued, while corporate AI spending is a rocket ship.
The issue with stock markets is not that they are broadly overvalued. The overvaluation is mainly concentrated in the largest AI stocks that also have the best growth. The problem is that if you want to diversify, the rest of your choices are often reasonably priced but have a much poorer growth ...
In recent months, I've had an influx of clients and friends asking about setting up share market investment accounts for children. Direct indexing, fractional shares, and trading with no fixed costs make it much more attractive to invest in shares than it has been in the past.
Getting your investment ownership structure wrong can be a costly mistake. One of the very first and most important steps in investing is to choose what type of ownership structure you are going to use.
I spend a lot of time asking one simple question: Can earnings keep doing the heavy lifting? Valuations are stretched at the top end of the market, and the AI investment cycle is still in full flight. Yet, for all the worry, the income statement remains surprisingly resilient.
Is the gold boom turning to a bust, or is this only the first phase of a much bigger cycle? The bull case depends on why you own gold and how you choose to hold it. The “what” and “how” matter as much as the “whether.”
The gold boom has many investors asking for more precise ways to get exposure. Today we’re adding a Mid-Cap Gold tilt to our Direct Indexes—so you can target the part of the gold market that sits between physical bullion and the mega miners.
Earlier this year, we were proud to be recognised at the WeMoney Superannuation Awards 2025, winning Best for Portfolio Customisation. That recognition meant a lot to us — because it's proof that treating every member like an individual investor truly matters.
We are proud to share that Nucleus Wealth has been recognised at the WeMoney Superannuation Awards 2025, winning the category of Best for Portfolio Customisation.
When it comes to ethical investing, what we say we believe and where we actually put our money aren’t always aligned. The latest investor data and survey results from Nucleus Wealth highlight a fascinating tension that we have termed: ideals versus action.
The stock market isn't the economy. That line gets thrown around a lot—but what does it actually mean for your investment portfolio?
US inflation is still pretty contained. There are lots of areas of concern, but the overall numbers look good given the environment.
Independent performance tables to 30 June are in, and the AFR has listed the best‑performing large super funds. Our flagship Nucleus Growth fund finished near the very top with a 12.1 % return for FY‑25¹.
Bloomberg is out this week talking about the "once-in-a-generation trade" in the copper market: The Aug. 1 deadline for Trump's 50% copper tariffs signals the endgame for the most profitable trade that industry veterans say they have ever seen...
An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely affected inflation. Which is true.
