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

Would the US really default on its bonds?
The US debt ceiling is a recurring distraction. I expect this time to be the same as the last few,
Rentageddon: Is Gen Z Careening Towards Another Crisis? - Nucleus Wealth Empower
Have you or someone you know experienced the mayhem in the rental market lately? Rents are up nationally 10.1% in
Is The Commodity Goose Cooked? | Nucleus Investment Insights
In November, China issued a sweeping directive to rescue its property sector. At face value, it was a major recalibration
Inflation: Why Are Food Input Prices Falling But Grocery Prices Rising? | Nucleus Investment Insights
Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one of the few food ingredients
Hard vs soft data: mixed signals
In financial jargon, data types range between soft and hard. Soft data consists of surveys and forecasts. Less reliable but
April 2023 Performance
During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight resources and bank stock exposures.