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 [...]
In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser [...]
This week we delve into the world’s largest asset class. Alarming economic data has sparked [...]
In this week’s podcast Nucleus Wealth’s Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel [...]
Are we heading into a classic central bank-created bust, following a boom fuelled by low [...]
This week we look at how to profit from a falling iron ore price. [...]
Globally producer price indexes have turned down quite decisively. China is trying to deal with [...]
It has been a volatile 6 months in macroeconomic outlooks. A year ago, it [...]
Extraordinary scenes in Russia this week as a coup put a significant dent into Putin’s [...]
For the last few months we have been talking about how the soft data (i.e. [...]
We have seen a raft of comments and discussions from the governor of the Reserve [...]
Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one [...]
JP Morgan bought First Republic Bank, the USA’s second-biggest bank failure in history. The [...]
During COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. [...]
As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a [...]
Last night in the US we saw a number of regional banks run into issues [...]
