5 high conviction calls from 2022's top-performing fund managers
In this episode, Totus Capital's Ben McGarry and Merlon Capital Partners' Neil Margolis share their strategies for the year ahead.
Five key themes for investors in 2023
Inflation, interest rates, earnings, China and energy security top long list of issues.
January Podcasts: Megatrends 2023, What's Instore For 2023?, Fundamental Bears vs Technical Bulls and Early Reporting Season Indications and Valuation Roundup
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
No bears here: The 6 bulls you’ll meet in 2023
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.
Some upside surprises, and 8 ethical stocks to watch
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.
Sector-by-sector: What to watch in global equities this year
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...