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 [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David [...]
US inflation will come this week, and there are forces acting in multiple directions. Rents [...]
Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation [...]
On the surface the Australian stock market looks cheap relative to the world market. In [...]
As we thought it might, mid-last year, the commodity supercycle has gone as fast as [...]
In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser [...]
Making waves in economic circles earlier this year, Zoltan Pozsar mounted a case for commodities [...]
