Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen checked in on the [...]
Performance
Markets were slightly weak in February, but then turned nastily down in March. We sold [...]
Articles
Elon Musk’s association with the Trump Administration has contributed to the tanking of Tesla sales [...]
Alex Joiner, chief economist at IFM Investors, has published a series of charts illustrating the [...]
Goldman on the EUR rocket. Based on our models, the Euro’s surge this week went [...]
We are very proud to announce that after 20 months of operation, we have [...]
My day job is a mix of quantitative and fundamental investment analysis. What that essentially [...]
Final look at election odds before the election: There have been some improvements for the [...]
Quick update to election odds from earlier this week after the final leadership debate: Both [...]
There have been a number of commentators who have made the point that we have [...]
We have long been of the view that the Reserve Bank is misdiagnosing the economic [...]
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high [...]
From Bloomberg: Australia’s best-performing superannuation fund is going against the grain by avoiding cash and [...]
Chant West has the latest performance stats: Super funds have kept up their strong start [...]
The RBA was out last night discussing climate change and posted the following chart of [...]
We understand that many of our investors are concerned by the ongoing pullback in Australian [...]
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings [...]
Modern Monetary Theory or MMT seems to be being discussed everywhere lately, and a number [...]
Quick shout out to AQR (a large US quantitative manager) who have a post out [...]
For years, the RBA has argued that an economic recovery is “just around the corner” [...]
