Performance
Where to now for investors? A big backdown on tariffs earlier this month saw markets [...]
Articles
RBA Governor Michele Bullock’s media appearance this week was viewed as a victory lap in the [...]
Australia is a kind of mind-moulding autocracy in which the words “immigration” and “racist” are [...]
Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith [...]
The Q4 national accounts release from the Australian Bureau of Statistics (ABS) revealed that households [...]
Recently described by CNBC as “the hot new investing strategy”, Vanguard, Blackrock and Morgan Stanley [...]
A side effect of Russia’s invasion of Ukraine has been the jump in oil and [...]
The western world has not engaged in war with Russia in a traditional sense yet, [...]
Not every investment has an equal distribution of upside and downside. Humans, as a rule, [...]
Chinese inflation indexes were weak again yesterday. Consumer price inflation has been weak for more [...]
Uncertainty increasing I have some pretty clear ideas about which trends are sustainable and which [...]
2021 began with optimism. After Victoria beat off its virus second wave, Australia was effectively [...]
A client asked us to look at a recent Bridgewater post titled It’s Mostly a Demand [...]
Broadly speaking, investing in either direct international shares or in international Exchange Traded Funds (ETFs) [...]
Investors seem to be looking at the same data and drawing vastly different conclusions. It’s [...]
Evergrande is not a rogue operator. Evergrande is merely the largest and most indebted property [...]
I’ve got a few quick thoughts on Victorian vaccine targets because I would love to [...]
The Evergrande saga is intensifying daily. The firm’s equity is all but gone. Its debt [...]
I had a fascinating space investment conversation (podcast) today with Dr Andrew Barton, an engineer [...]
Last week I dealt with the less controversial changes to the Shiller P/E. You probably [...]
