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Understand the fast-changing domestic and global economic forces under the tectonic plates driving our markets.

Macro

"It's the economy, stupid": How Trump won his second term

An astonishing American political season culminated in voters choosing as their 47th president, the person who was previously their 45th president. There aren’t enough...
Dan Farmer
MLC Asset Management
Macro

The companies and sectors poised to surge under Trump

Trump's presidency is driving transformative trends, creating lucrative opportunities for key industries and forward-thinking investors.
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Xinyu Ru
Fawkes Capital Management
Macro

You never get hit by the bus you’re watching

Whatever you think Trump's actions over the next 4 years will deliver in capital markets, you're probably wrong.
Sebastian Ferrando
Koda Capital
Macro

Playing the American exceptionalism story

Sitting down to their Thanksgiving dinners this week many American investors may be asking themselves whether they can simultaneously have their pumpkin pie and eat...
Tom Stevenson
Fidelity International
Macro

November 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

J.P. Morgan is bullish on the next 10-15 years. Here’s where it sees the best opportunities

The highlights of J.P. Morgan's 2025 Long-Term Capital Market Assumptions
Sara Allen
Livewire Markets
Macro

What does the US and China outlook mean for investors?

The US election and China's National Congress were important events. They will both matter for investors over the medium-term.
Isaac Poole
Ascalon Capital
Macro

RBA: "no evidence that monetary policy overall is more potent in Australia"

A senior RBA official has acknowledged that there is "no evidence that monetary policy ... is more potent in Australia than ".
Kieran Davies
Coolabah Capital
Macro

Should investors be chasing the Trump Bump?

What should we read into the Trump Bump since last week’s unexpectedly decisive Presidential election? Clearly, investors were surprised by the ease of the victory....
Tom Stevenson
Fidelity International
Macro

How the second Trump presidency could impact Australian investors and businesses

A panel of esteemed experts put their heads together to discuss what the impact of the US election may be on Australian investors.
Hans Lee
Livewire Markets
Macro

Dr Doom: How Nouriel Roubini is thinking about markets in a 'polycrisis'

But rest assured, even this perma-bear has found good news in a world riddled with problems.
Hans Lee
Livewire Markets
Macro

Understanding BRICS+: The new economic powerhouse

With new alliances and emerging markets offering fresh investment opportunities, is BRICS+ quietly shaping the future of global growth?
Tim Davies
Carrara Capital
Macro

Sectors poised for growth under Trump's administration

One of the most frequently asked questions by investors following Trump’s election victory is: what sectors will do well? While much remains unknowable about Trump’s...
Roger Montgomery
Montgomery Investment Management
Macro

What a Trump presidency could mean for crypto

Crypto investors brace for a potential shift in U.S. policy and regulatory direction
Caroline Bowler
BTC Markets
Macro

Trump, Taiwan, and the $10 trillion semiconductor threat

While potential Trump tariffs spark investor anxiety, a far more critical risk is unfolding in Asia. Are you prepared?
Charles Ormond
Fat Tail Investment Research
Macro

Observations from across ‘the ditch’

Whilst Zoom has made communicating with companies far more efficient, at NAOS we still believe that nothing beats a face-to-face meeting.
Robert Miller
NAOS
Macro

US election places additional uncertainty on the Fed

The Fed’s November rate cut, though widely expected, sets a cautious tone as policymakers navigate a complex landscape under the upcoming Trump administration. With...
Seema Shah
Principal Asset Management
The Rules of Investing

Brigette Leckie: Investing is like a patchwork quilt

Koda Capital's Chief Economist Brigette Leckie explains how moves in the global economy shape decisions for investors and allocators.
The Rules of Investing
Livewire Markets
Macro

Understanding China's recent stimulus measures

Matthew explains China's stimulus aims to restore confidence amid a property crisis, focusing on consumption not commodities.
WLE
Matthew Haupt
Wilson Asset Management
Macro

Donald Trump is elected President of the US (again). What are the implications for investors and Australia?

Trump's return brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars, and policy uncertainty.
Shane Oliver
AMP
Macro

Trump wins US Election 2024

Despite initial concerns that the outcome of the Presidential election might remain uncertain for days or even weeks, a decisive Republican performance has made it...
Seema Shah
Principal Asset Management
Macro

The Australian city where house prices could surge through to 2032

It's the Signal or Noise property show for 2024! The big questions may be the same but the answers are changing.
Hans Lee
Livewire Markets
Macro

RBA: Policy not as tight as peers, which is why inflation is higher

The RBA has highlighted how policy is less tight than other countries, such that inflation is higher than in nearly all its peers.
Kieran Davies
Coolabah Capital
Macro

Would these experts buy a property right now?

Ahead of the annual Signal or Noise property show, we ask the experts where they think the signals lie.
Hans Lee
Livewire Markets
Macro

Economic implications for Australia out of the US election

An open letter from 23 Nobel Prize-winning economists (half of all living winners) has endorsed the economic policies of Kamala Harris.
Jonathan Kearns
Challenger
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