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A stark divide has opened up between Australia and the rest of the world. Productivity [...]
Performance
In November, global markets boomed on the back of the Trump election, continuing into December [...]
Articles
Leith van Onselen Tuesday 17 December 2024 Treasurer Jim Chalmers says the federal government undertook [...]
Leith van Onselen Monday 16 December 2024 Last week, ABC’s Ian Verrender published an article on the “productivity [...]
Leith van Onselen Friday 13 December 2024 Financial markets have fully priced in dual interest rate cuts [...]
The digital games and interactive media sector is probably much larger than you think and [...]
Over a year ago I made some comment on breaking news that the wealth arm, [...]
Markets took a tumble last night, is this the start of the end? It could [...]
Investment markets are in the eye of the storm. The initial storm danger came as [...]
Australian energy policy is a mess. Investors should ignore the arguments. The antagonists are stuck [...]
Many of you will have seen Trump’s announcement essentially trying to prevent pension funds from considering [...]
We are in a strange political environment. Globally there have been trillions of dollars of [...]
Recently, we have seen a few Nucleus investors cash in their capital and profits and [...]
Diversity issues have exploded into the global zeitgeist over the past few months as Black [...]
Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad [...]
Stock markets are almost as expensive as they have ever been on a range of [...]
There is a decent argument that stock markets have condensed an entire three-year cycle into [...]
Stock markets have dislocated from fundamentals. The economic fundamentals are almost as bad as they [...]
For so long now society’s loved ones have been dying in custody from systemic racism, [...]
There are three main factors we look at when putting together an investment portfolio in [...]
