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

Kevin Muir the Macro tourist
Is the market recovery driven by Robinhood & Robots? With Kevin Muir | Nucleus Investment Insights
We have had a special focus in the last few weeks on the key players potentially driving the recent recovery
The Virus Bubble has arrived. How much bigger can it get?
Stock markets are almost as expensive as they have ever been on a range of different measures. The economy is
Significant Outperformance by Nucleus Growth Fund
May 2020 Performance
May saw share markets extend their bounce in the face of worsening economic conditions. In particular the last week of
Quantifying the Bubble | Nucleus Investment Insights
Today we have a look at some of the main drivers behind the stock market rise: retail investors, gearing, derivatives
When stock market robots dream, do sheep follow?
There is a decent argument that stock markets have condensed an entire three-year cycle into three months. While there are
Markets disconnect from reality: what comes next? | Nucleus Investment Insights
Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been.