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

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
Manufacturing collapse intensifies
While Albo is busy spending $27bn of your money on industrial bandaids, existing manufacturing continues to go bust at an
Major bank: RBA to cut in November
Yesterday, RBA Governor Bullock restated last month's interest rate guidance in ongoing evidence to Australia's parliament Meanwhile, Goldman released a