Articles
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and [...]
Webinars
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. [...]
Performance
Another big month for markets. Our international portfolio in particular performed much better than benchmark, [...]
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced [...]
Australia’s manufacturing sector has shrunk to just over 5% of GDP, the lowest share in [...]
Hold onto your seats, folks! Instead of our usual live podcast, we’re rolling out a [...]
Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both [...]
Heads up, everyone! Due to the holiday, our live podcast will be postponed. Don’t worry, [...]
Both copper and lithium prices have seen some wild rides in recent months (and years). [...]
With many Australian investors under-invested in international shares, this is a reminder of why and [...]
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen welcomes economist Leith Van [...]
Last week we looked at the macroeconomic and investment impacts of a second Trump presidency. [...]
While there are still a range of court cases outstanding, Trump is leading most polls [...]
Interest rates are higher than they have been for years and income investors are reveling [...]
The reporting season so far has been highlighted by a few stocks surprising on the [...]
Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation [...]
While China has been getting closer with Russia in recent years, that is not the [...]
With the uranium price topping $100 for the first time in almost 20 years, we [...]
Where the market is going is often highly dependent on where it is starting from. [...]
This week, we look at the twin threats to global shipping: drought in Panama and [...]
