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It’s not hard to build a compelling bear thesis when considering the trade war, the yield curve inversion, and the increasing risk of global recession. But when we...

Most parts of the fixed interest universe are generally seen as defensive and an alternative to higher risk equity assets. So, what are the biggest risks hanging over...

Value stocks have registered a long-absent pulse recently, with a strong swing toward the theme in the US through September, and closer to home, several value...

Any Buffett disciple will tell you the importance of companies having a moat, in other words, a defensible market position that keeps their competitive positioning...

With the official RBA cash rate at new record lows and with another cut widely expected there is growing debate around whether quantitative easing (QE) will be used in...

Multi-national consumer brands have benefited from the rise of the Chinese middle class. That benefit has come with minimal effort as the growing number of wealthy...

Jeremiah Lane, Member at KKR Credit, recalls his experience investing in credit markets during the financial crisis. While he says it’s an experience he hopes he never...

When it comes to investing in disruption a lot of the capital and focus has been on finding opportunities that exist in private markets. Catherine Wood, Chief...

Considering the past week has included global markets being shaken by a collapse in a key US manufacturing survey to a 10 year low, the S&P 500 kicking off Q4 by...

There’s a Japanese proverb that says: “Fall seven times, but stand up eight”; in other words, perseverance is what wins. And with emerging companies, it is almost...

A raft of big tech IPOs have struggled recently, as investors apparently shun high priced, unprofitable companies. If you’d bought an equally weighted basket of Uber,...

Value stocks just had their best month in nearly three years. After a very long slide downward, the Dow Jones Thematic Market Neutral Value Index abruptly jumped by...

The five stocks in today’s episode have appreciated by an impressive 243% on average over the last 12 months. Returns like this are usually divisive, with investors on...

As part of Nucleus' webinar and podcast series "Nucleus Investment Insights", we often seek to have various industry members as guests to gain further insights. On...

Urs Wietlisbach, Partner & Co-Founder of Partners Group, recently met with investors to discuss the proposed listing of the Partners Group Global Income Strategy...

Investor appetite for risk rises and falls over time. According to Investopedia, 'risk-on' and 'risk-off' refer to changes in investment activity in response to global...

The Australian dollar has struggled this week, as a rise in Australia’s unemployment rate raised expectations of an RBA rate cut next month and the US dollar bounced...

When Qiao Ma, Portfolio Manager at Cooper Investors, was an elementary student in China, she and many of the other children in the class were excited about a new...

Humans are drawn to simplicity. It's appealing when an investment has a good narrative that is easy to understand. The problem is they are likely to be appealing to...

What defines ‘good’, ‘bad’, and ‘ugly’ in Australia’s equity markets today? Each of these three panellists from this year’s Livewire Live has a decidedly different...