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 [...]
Soaring rents are dominating the headlines in both Australia and Canada but not elsewhere. Both [...]
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 [...]