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

Morningstar's bear take on obesity drug manufacturers
Two of the best-performing stocks in our portfolio over the last year or so have been Eli Lilly and Novo
Oil: How Worried Should The RBA Be? | Nucleus Investment Insights
The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak
US inflation: only held up by housing
US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would
The Flood Of Excess Capital | Nucleus Investment Insights
There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess
NVIDIA Result - Bellwether For The AI Boom? | Nucleus Investment Insights
Last night NVIDIA reported and sold off as the market was disappointed with the Q3 forecasts.   As the bellwether
Market Volatility. Is it Over? | Nucleus Investment Insights
After a bout of volatility, stock markets have settled. In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen