Worried about the effect of the Australian Housing Crash on your portfolio?
We understand that many of our investors are concerned by the ongoing pullback in Australian house prices, and are nowRead more.
2020 Earnings False Dawn
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings forecasts that is wrong: WhileRead more.
Why is MMT the new black?
Modern Monetary Theory or MMT seems to be being discussed everywhere lately, and a number of high profile debates betweenRead more.
AQR: New S.M.O.O.T.H. Fund
Quick shout out to AQR (a large US quantitative manager) who have a post out fighting the good fight againstRead more.
Are you kidding yourself about diversification?
For years, the RBA has argued that an economic recovery is “just around the corner” with wages and inflation aboutRead more.
Impact investing is bullshit
Elizabeth Knight has a look today at impact investing and millennials: Whether or not you subscribe to the view that today’sRead more.
After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economicRead more.
August 2018 Performance
International stock markets ripped higher in August and both the Australian dollar and bond yields fell, completing a trifecta ofRead more.
July marked our first full year of live investment as Nucleus Wealth. We started the year with a view thatRead more.
June continued to see positive returns across our portfolios, our Australian fund was up 2.3%, International up 1.3% and theRead more.
May continued to see positive returns across our portfolios, our Australian fund was up 2% and the rest were upRead more.
April saw markets bounce back from a poor March, and our portfolios saw healthy gains with our international portfolio upRead more.
Nucleus Investment Insights – Frankencredits and you.
This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits.Read more.
Nucleus Investment Insights – China Attacks!
This week’s LIVE webinar we explore the retaliation of China on a number of fronts. Join Nucleus Wealth’s Head ofRead more.
Nucleus Investment Insights – Special Guest – Graham Hand
Join Nucleus Wealth’s Head of Investments, Damien Klassen and Tim Fuller as we learn more about the real impacts ofRead more.
Nucleus Investment Insights – House Crash to smash the Aussie Economy?
This week’s LIVE webinar (12:30pm AEST, Thursday 7 Feb) – we explore the state of the four main pillars of AustralianRead more.
Nucleus Investment Insights – The Bear Awakes
This week’s LIVE webinar (12:30pm AEST, Thursday 31 Jan) – we explore the key bear themes that will have anRead more.
Nucleus Investment Insights – Stocks vs. Bonds
This week’s LIVE webinar (12:30pm AEST, Thursday 24 Jan) – we explore the prospects of global shares over the nextRead more.
For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.