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

Aussie interest rates to jump to 5%
It's amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist Warren Hogan has penned an
Australian doom arrives in energy
For 13 years, this website has tracked the decline and fall of Australian policymaking. We have been astounded at how
Chinese “completions cliff” arrives
A couple of notes from BCA make some good points about the prospects for Chinese growth. First up. property! Or,
China Stimulus: Oasis or Mirage? | Nucleus Investment Insights
China recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smith today as we
Tech Boom 2.0? | Nucleus Investment Insights
In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the growing mania around the boom in
Albert Edwards: US recession building
Albert Edwards at Societe General is always worth reading. US growth expectations have crashed in the wake of recent weaker-than-expected