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 [...]
2025 has seen a huge rise in long term bond yields, causing ructions in the [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looked at a range [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looked through the performance [...]
In this week’s Special Christmas edition of the podcast, Nucleus Wealth’s Chief Investment Officer, Damien [...]
A stark divide has opened up between Australia and the rest of the world. Productivity [...]
Fore the past few years and the next few, US inflation remains the most important [...]
Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation [...]
Years after the COVID19 pandemic has subsided, excess mortality is still way higher than usual [...]
The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages [...]
