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

May 2024 Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our international portfolio outperformed given our
RBA grows impatient
The Reserve Bank of Australia has held rates again and hasn't added a hawkish bias but its rhetoric is less
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