2023 outlook

In this episode, Totus Capital's Ben McGarry and Merlon Capital Partners' Neil Margolis share their strategies for the year ahead.

There's a need to be more selective within the Australian equities space, says Katie Hudson of Yarra Capital Management.

Inflation, interest rates, earnings, China and energy security top long list of issues.

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

Will 2023 be “beautiful” (as Ken Fisher asserts) or ugly (as Harvard professor and former IMF chief economist Kenneth Rogoff fears)?

Get ready to run with the bulls in 2023. According to these fundies, it's time to ignore the market noise and look to greener pastures ahead.

Find out how some of the biggest investment firms are preparing for the year ahead via their outlook statements

A review of a difficult '22 and some exciting themes for next year are among the topics covered in this interview with Australian Ethical's Mike Murray.

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...

In a special podcast episode to round out 2022, we went ‘around the grounds’ within the Antipodes investment team to get sector-specific outlooks for 2023. I spoke...