popular wires

Stocks versus bonds is a vital question right now given the rise in bond yields/interest rates in most major markets over the last 18 months. We have gone from a TINA...

In this wire, I outline what's happening in the sector and how we are thinking about positioning looking ahead.

High inflation and unsustainably low unemployment echo the inverted yield curve in signalling a high risk of a US recession.

The consumer cycle is turning, creating a challenging operating environment for retailers and a period of volatility for investors. In this episode, Hannah Dickinson...

In this article, we take a closer look at the implications from the US debt ceiling debacle.

In this episode, Perpetual Asset Management's Sean Roger and Sage Capital's Sean Fenton share their strategies to tackle markets in 2023.

The local market was on the front foot early, jumping almost exactly +100pts/+1.4% on the open today following a tentative deal on the US debt ceiling. The ASX...

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

Find out what this committed contrarian and Peter Lynch disciple's backing next, and other lessons, in this Meet The Investor profile.

Probably not – but high and rising debt will boost CPI and interest rates, and stifle GDP growth and investors’ returns.

Conventional wisdom suggests that ‘time in the market’ is a less risky strategy than ‘timing the market’. Boom and gloom provide attractive entry and exit points but...

Citi is leaning into the mega-cap tech trade despite openly admitting they are "modestly bearish".

US core inflation remains persistently high.

Unlisted asset valuations are a hot topic right now, thanks to APRA's magnifying glass. This fund aims for best practice valuation standards

The Tribeca Investment Partners portfolio manager is bullish despite RBA documents indicating an 80% likelihood of an Aussie recession.

This year's Berkshire Hathaway AGM reinforced the investing principles that we follow at NAOS. Here are our 5 takeaways from the event.

You don't need to sacrifice goodwill to get good returns. But you do need a defined process, says T. Rowe Price's Hari Balkrishna.

In this podcast episode, I discuss the latest results from US reporting season, Quay’s current portfolio positioning, the opportunities in residential and...

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

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