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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

The Great Copper Panic | Nucleus Investment Insights
Will the switch to renewables be torpedoed by a lack of materials?   Are we going to run out of
The great copper panic
Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After Wood Mackenzie's report last week,
Central banks will go too far
In tightening cycles, central banks typically raise rates until something breaks. We have had a few candidates in recent weeks,
Crash of The Century: The End of Chinese Property | Nucleus Investment Insights
Markets have greeted the appointment of Xi for another 5 years, (and probably for life) with dismay. Chinese housing data
The One Thing That Could Kill Inflation | Nucleus Investment Insights
The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages in Australia, Japan and Canada
Inflation on the rise
US headline inflation will be high for a while
US inflation came in hot overnight. It is worth noting that while there are some positive signs for goods, services