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 [...]
China recently re-sparked a metals boom with more announcements of stimulus. We are joined by [...]
This is the abridged version of last week’s podcast, delving into the landscape of 3rd [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, [...]
This week we look at how to profit from a falling iron ore price. [...]
NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of [...]
In November, China issued a sweeping directive to rescue its property sector. At face value, [...]
Every day there are new applications for Artificial Intelligence (AI), and a Cambrian explosion of [...]
This week we discuss a number of myths around the rise of India. Most importantly, [...]