Recently described by CNBC as “the hot new investing strategy”, Vanguard, Blackrock and Morgan Stanley have all recently acquired direct indexing companies to bolster their investment offerings to clients. Nucleus Wealth is proud to announce directindexing.com.au - Australia’s first direct indexing ...

A side effect of Russia's invasion of Ukraine has been the jump in oil and gas prices. The result is basically a global Putin carbon tax. Albeit with the proceeds going to Russia and OPEC rather than to national governments. When you add the re-realisation of commodity supply chain instability, ...

The western world has not engaged in war with Russia in a traditional sense yet, but it is waging financial war through economic sanctions and the divestment of Russian securities. Nucleus Wealth wants to reassure you that we do not hold any Russian investments across any of our portfolios. It is ...

Not every investment has an equal distribution of upside and downside. Humans, as a rule, tend to deal with asymmetric risk badly. Lotteries are a good example: a very low probability of a big gain is hard to calculate. So hard that governments regulate lotteries heavily. They understand how bad ...

Chinese inflation indexes were weak again yesterday. Consumer price inflation has been weak for more than a year now. Yesterday merely confirmed December's downtrend.

Uncertainty increasing I have some pretty clear ideas about which trends are sustainable and which ones aren't in the long term. However, the short term is far less clear. A combination of the Omicron variant and a geopolitical energy crisis in Europe have extended inflationary and supply chain ...

2021 began with optimism. After Victoria beat off its virus second wave, Australia was effectively virus free with the economy primed to boom on the back of pent-up demand and the unprecedented stimulus saved by households that had yet to be unleashed on the economy.

A client asked us to look at a recent Bridgewater post titled It's Mostly a Demand Shock, Not a Supply Shock, and It's Everywhere, which has some important points to make. We have been taking the other side of the debate, and it is worth looking at the arguments in detail.

Broadly speaking, investing in either direct international shares or in international Exchange Traded Funds (ETFs) will provide investors with greater diversity and exposure to foreign markets in their portfolio. Yet, what might appear to be the same on the surface is actually quite different ...

Investors seem to be looking at the same data and drawing vastly different conclusions. It’s like there are two utterly different investment markets in the one picture, depending on how you look at it.