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MLC Asset Management recently toured the east coast of Australia to share market views and asset allocations. Here are the highlights.

Pushback against China is one of the few bipartisan policies among Republicans and Democrats; this could benefit ASX critical mineral stocks

Interesting and under the radar media on finance, economics, politics and society

Get up to date on overnight market activity and the big events for the day.

We are in an unusual point in history in financial markets, where money continues to flow into only a handful of companies in the US market and globally, equity flows...

The big question for small caps is how far does this rotation trade have to run?

Featuring insights from Coolabah's Christopher Joye, ResCap's Andrew Parsons, Antipodes' Jacob Mitchell and Firetrail's Anthony Doyle.

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

While NVIDIA has captured the spotlight, it's crucial to recognise that the AI revolution extends far beyond a single company.

Plus, a look into where we are finding opportunities across global markets with this mission in mind.

The looming copper shortage jeopardises our dreams. Where is the activism of aspiration & abundance? For mining: a grand opportunity awaits.

A multi-year deleveraging process and a surge in interest rates are creating a prime opportunity for subordinated financial debt.

Westpac Private Bank's Chief Investment Officer George Toubia shares his big-picture views on markets.

A deep dive into one of Australia's fastest growing fast food chains

Mindset is an important enabler in being open to learning from mistakes. This wire highlights lessons learned from a mistake of mine.

Get up to date on overnight market activity and the big events for the day.

The eports growth engine is just warming up. Here we unpack some of the opportunities for investors.

There has been no lack of financial media coverage of private credit in recent times, which makes it timely for us to join the conversation and offer our thoughts on...

We are in the midst of a highly complex consumer environment, with the market bracing for losses due to spending that’s been suppressed by inflation and interest...

Get up to date on overnight market activity and the big events for the day.