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US inflation came in lower than expected overnight. Markets roared higher.

There are no great surprises in this year's budget for Australia, with the treasurer Jim Chalmers claiming it is a solid and sensible budget. That is probably a good thing, considering the backdrop of inflation, rising interest rates and high energy prices for most of the country. The budget ...

Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After Wood Mackenzie's report last week, headlines like this appeared: "Almost unattainable" gap between green energy copper demand and mining supply. The last time I wrote about my copper scepticism, ...

In tightening cycles, central banks typically raise rates until something breaks. We have had a few candidates in recent weeks, Credit Suisse, Argentina and most surprisingly the entire UK pension market.

US inflation came in hot overnight. It is worth noting that while there are some positive signs for goods, services inflation is getting worse. See the tables below:

Personal financial advice is expensive. This is no secret. As with any important purchase, you should know how financial advice works. We offer limited personal financial advice at Nucleus Wealth but we don't charge for advice. This means that the scope of the advice is limited to investment advice ...

At a headline level, Australian dividend yields look good. They paid out 4.5% last year, and are forecast to be 4.8% for next year. Well above global developed markets of a little more than 2%. But, as I showed with valuations last week, the story is more complicated under the surface.

There are two things that matter in terms of choosing a weight to Australian stocks in your portfolio. First, are stocks expensive overall. Then, are Australian stocks expensive relative to global valuations. I'm going to deal with the second problem today.

Happy New Financial Year! Super and the tax system is an ever-changing landscape and this year is no different. This article will summarise the changes that took effect on the 1st of July 2022.

Separately Managed Accounts – The most secure investment structure Is financial crime as old as time itself? Perhaps not quite, but from dishonest weights and measures in trade, to Alan Bond, Storm Financial, and more recently Mayfair 101 and REMI Capital, it’s pretty old, pretty common and ...

Central banks worldwide, particularly in the US, have promised to tighten financial conditions.

“So just how big a problem is greenwashing?” was the headline written by Karen Maley in last week's AFR, and judging by the number of companies currently being investigated or punished by regulators, the answer is ….. huge!

Bonds have just been through one of the worst four-month periods ever, down around 10%. In our income and accumulation portfolios we held a "market-weight" position throughout, which has been a big drag on performance. Clearly, we should have been underweight.

At the end of the day, it always boils down to what your goals are, your time horizons and what your intentions are for your money. Are you investing to fund your retirement? Or are you investing for something else? This will ultimately give you your answer.