2024 outlook

It's been a positive quarter for both the All Ordinaries Index and our fundie picks.

After two years of underperformance, small company returns are starting to inflect

The Affluence Investor Letter looks back on 2023, our investment performance, and where we see attractive opportunities for 2024.

Being at (or very near) peak cash rates sets the scene for bond outperformance as markets price in the cuts well in advance.

This wire unpacks the key insights from the recent Outlook Series survey, in which nearly 5000 Livewire & Market Index readers participated

Natural resources are the essential building blocks of daily life and will be supported by long-term trends

As we kick off another year of investing, I thought I would offer a couple of predictions.

Investment-grade credit is poised for another solid year of performance with risks skewed to the downside

The Outlook Series survey has expanded and so has the most-tipped stock list. Find out which ASX names made the cut.

Stock markets ended 2023 on a high but what risks could hit hard this year? 12 fund managers share their underappreciated risks.

Following a year of uncertainty, none of the fund managers featured in the Outlook Series were bearish ahead of 2024. Find out why...

Below is a summary of the topics we covered on Nucleus Investment Insights in the last month of 2023. See the links for more information.

Morningstar says these four miners are trading at the greatest discount to its fair value estimates.

Australians are feeling the crunch as population growth continues to swell into the new year. Here's how to turn that pain into profits.

Key Points: • Global growth softened in 2023, with many economies suffering technical recessions. Mega-cap technology companies dominated equity market returns, with...

And their top picks for 2024.

Falling inflation could have some unexpected benefits according to ANZ Senior Economist Adelaide Timbrell.

Plus, a note on how the investment bank's high-net-worth team is investing ahead of next year.