Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
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 [...]
In this week’s podcast, Damien Klassen, Chief Investment Officer at Nucleus Wealth, and Samuel Kerr, [...]
In this week’s podcast, Nucleus Wealth’s Chief Economist, Leith Van Onselen, and Head of Advice, [...]
Australian energy prices present a paradox. Australia is one of the largest coal and [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Head of Advice, [...]
This is the abridged version of last week’s podcast, delving into the landscape of 3rd [...]