Blog Posts

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
Read more.
Coal: Game Over
The RBA was out last night discussing climate change and posted the following chart of energy costs which confirms our
Read more.
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 now
Read more.
2020 Earnings False Dawn
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings forecasts that is wrong: While
Read 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 between
Read 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 against
Read more.
Back to top

Performance Reports

January Performance
January Performance
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that
Read more.
Nucleus December Performance
December Performance
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling world market. Bad news: Statistically,
Read more.
Nucleus November performance
November Performance
One of our core investment themes is that international stocks are the best asset class for Australian investors at this
Read more.
Nucleus October Performance
October Performance
One of our core investment themes is that international stocks are the best asset class for Australian investors at this
Read more.
Nucleus September 2017 Performance
September Performance
During September the mix of the falling Australian dollar and increasing international equities saw all of our portfolios again outperform
Read more.
Monthly Nucleus portfolio performance
August Performance
Apologies for the lateness of this report, we are still getting reporting systems ironed out with our portfolio provider –
Read more.
Back to top

Webinar Library     

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
Read 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 Business
Read 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 and
Read 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 of
Read more.
Back to top

Podcasts  

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

Subscribe on Android    Nucleus Wealth Insights   Subscribe by Email

Back to top