Content

Here you will find all the content produced at Nucleus Wealth, including articles published by the investment team, weekly investment-centric webinars (also presented in podcast format) and monthly performance reports. Click the buttons above if you’re interested in a specific type of content

January 2025 Performance
Another big month for markets. Our international portfolio in particular performed much better than benchmark, up almost 5% for the
Why the Australian economy is so unproductive
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced nations. As you can see,
Australia has no manufacturing future
Australia's manufacturing sector has shrunk to just over 5% of GDP, the lowest share in the OECD. Late last month,
Is the US about to boom or to bust?
It's a very big debate for asset allocators by very big people that I respect on both sides.  In the
Tariff Diplomacy: Can America Go It Alone? | Nucleus Investment Insights
It would be hard to do a podcast on anything other than tariffs... In this week Nucleus Wealth's Chief Investment
Australian dollar tariffied
DXY is back. AUD is tariffied. Auld lead boots is the big question as the tariffs land. Oil keeps bleeding.