Articles
Short squeeze on deck. The Market Ear. Nasty McElligott sums it up well. This is [...]
This week’s CPI data from the Australian Bureau of Statistics (ABS) confirmed that the post-pandemic [...]
Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith [...]
The latest pricing from the interest rate futures market has the official cash rate falling [...]
My favourite strategist is back. Macquarie strategist Viktor Shvets sees the potential for what he [...]
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” [...]
