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Listen hereAndrew joins David to discuss the Longreach Energy Income Fund, a fund that targets a total return of 20% p.a. (net of fees) inclusive of an income...

Across most of history, if you were going to own value stocks, you would have really wanted to own the very cheapest of them. Exhibit 8 shows the performance of the...

Introduction In 2012, Amazon Web Services (AWS) held its first cloud computing focused global customer and partner re:Invent conference in Las Vegas, drawing 5,000...

The US jobs report surprised to the upside - sending markets south. Plus, Citi reveals which economies are strapped in for a recession next year in its global outlook...

Looking for value in the best and worst performing ASX sectors this year? Morningstar revealed its most undervalued stocks.

There is a tendency in the west to see China as an authoritarian monolith – in contrast to the supposedly highly accountable democratic west, albeit only those with...

It's beginning to look a lot like Christmas. Glittering trees adorn every office lobby, the local bars and restaurants are brim with cheer, and workers are prepped for...

Late last year, we asked some of Australia's finest fund managers to nominate their highest conviction holding for 2022. For many, it didn't go as planned.

The former Pilbara Minerals MD sees America’s ‘huge lithium supply problems’ as a big opportunity for his new company Patriot Battery Metals. Thailand lithium explorer...

In the first 28 days of November, Aussie home values have lost another 1% plus based on CoreLogic's 5 capital city index, bringing the cumulative draw-down to 7.7%...

Growth investing is a new game with new rules and new players

Two global fund managers define Quality investing and delve into 12 stocks

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information. The Great Insolvency Façade with Caroline Di...

On 30 November, Fed Chair Powell delivered a speech entitled, Inflation and the Labor Market, at the Hutchins Center on Fiscal and Monetary Policy. Markets surged...

US stocks rallied late in their session to close ~3% higher, while the Nasdaq put on ~4.5% as technology stocks enjoyed the rhetoric from the Federal Reserve around...

The game has changed, but growth investing is alive and well - just with different players in the first 11

MARKETS WRAP MAJOR HEADLINES ECB to enter more delicate phase as rate hikes still not slowing inflation and QT risks further market instability Chinese Vice...

The 12 months to September 30 were the best for value relative to growth performance since the fall of 2001. It was a huge relief for those value investors who...

It’s perhaps natural to be concerned by the growing risk of conflict as Russia continues to pursue its attacks on Ukraine and as China sets its eyes on Taiwan. The...

J.P. Morgan Asset Management believes 2023 could be the best year for a 60/40 portfolio for more than a decade. That's even if a global recession materialises.