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 needRead more.
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 areRead more.
Ethical super funds, unethical fees
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high fees and underperforming: the medianRead more.
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 investmentRead more.
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 medianRead more.
Coal: Game Over
The RBA was out last night discussing climate change and posted the following chart of energy costs which confirms ourRead more.
March 2019 Performance
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though:Read more.
Feb 2019 Performance
Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time AustralianRead more.
January 2019 Performance
Stock markets continued to rally in January and the start of February to recover most of the losses from lateRead more.
December 2018 Performance
Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwiseRead more.
Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immuneRead more.
October 2018 Performance
Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large.Read more.
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 subsequentRead more.
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.Read more.
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 BondRead more.
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.Read more.
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 BusinessRead more.
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 andRead more.
For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.