Blog Posts

Stay long grifters, influencers and lobbyists
There have been a number of commentators who have made the point that we have inflation in things we need
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Bond Yields: Are we there yet?
We have long been of the view that the Reserve Bank is misdiagnosing the economic environment and interest rates are
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Ethical super funds, unethical fees
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high fees and underperforming: the median
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Hostplus: Avoid bonds and cash
From Bloomberg: Australia’s best-performing superannuation fund is going against the grain by avoiding cash and bonds, betting the 30-year investment
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Strong start to 2019 for most super funds
Chant West has the latest performance stats: Super funds have kept up their strong start to 2019, with the median
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Coal: Game Over
The RBA was out last night discussing climate change and posted the following chart of energy costs which confirms our
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Performance Reports

Nucleus Wealth March Performance
March 2019 Performance
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though:
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Feb 2019 Performance
Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian
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January 2019 Performance
Stock markets continued to rally in January and the start of February to recover most of the losses from late
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December 2018 Performance
Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwise
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November Performance
Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immune
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October 2018 Performance
Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large.
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Webinar Library     

Nucleus Investment Insights – Changing Tack
This week’s LIVE webinar (12:30pm AEST, Thursday 18 April) – we look at recent numbers out of China, it’s subsequent
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Nucleus Investment Insights – Special Guest Denise Brailey
We have another special guest week in Denise Brailey, who is President of the Banking and Finance Consumers Support Association.
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Nucleus Investment Insights – How Low Will They Go?
This week’s webinar (12:30pm AEST, Thursday 04 April) – we explore what life is left in the Australian Government Bond
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Nucleus Investment Insights – Special Guest Damien Boey (Credit Suisse)
We have another special guest week in Damien Boey, who is Credit Suisse’s head of Australian economics and equity strategy.
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Nucleus Investment Insights – Special Guest Aleks Vickovich
We have another special guest week in Aleks Vickovich, who is currently digital editor at the refreshed Sky News Business
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Nucleus Investment Insights – Special Guest – Philip Soos
We have another special guest week in Philip Soos is an independent economist and PhD candidate investigating bank crime and
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Podcasts  

For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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