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

The US election is nearly here. The opinion polls are close. What is not clear is what are the hopes and fears of ordinary Americans.

Rio Tinto seems ready to capitalise on the long-term new energy thematic and the incremental value it can generate.

Amongst high performing funds, consideration of maximum relative drawdown adds value in fund selection

Manning Asset Management's Josh Manning joins Livewire for a very different interview on the burgeoning private credit space.

Plus, the Eley Griffiths Group co-founder and executive chairman outlines some of the major macro forces moving markets today.

Why Qoria is well positioned to benefit from the growing demand for children's cyber safety

Callum Newman explains one reason why the Aussie small cap resurrection has a long way to go...

…and why it’s a misconception that emerging market companies are cyclical and lower quality.

Despite analyst concerns, the banks have kept climbing. Are passive funds to blame for this climb?

Antares is celebrating 30 years - Head of Equities Nick Pashias has been there for 25 of them. Here, he shares his long-term perspecitve.

ECP Asset Management's Jared Pohl says the firms' deep research helps them see long-term opportunities that other investors overlook.

While global interest rates increased in unison in response to rising inflationary pressures in 2022 and 2023, the pathway to lower rates may not be as synchronised....

The current market’s valuation is among the top 3% of most expensive markets since 1881. Should investors be nervous?

Staying liquid and defensive has been the play in fixed-income markets. Coolabah's Christopher Joye says a new opportunity is emerging

In this episode, Antipodes' Jacob Mitchell and Magellan's Arvid Streimann analyse five stocks that could benefit from lower rates.

Part 1 of the highlights from our recent trips visiting management teams.

Two banking franchises that are of very high quality and have consistently delivered results for decades.

ASX lithium stocks are about to enter their third year of general decline. Most of the major lithium names are down in order of magnitude 70-90% from the highs set in...

Turn down the noise - and the risk - with this episode of The Pitch.