aussie dollar

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

In short, yes, we believe it is a good time to invest in private markets. Sure, we are surrounded by economic and political uncertainty but is there ever a point in...

My beat at Fat Tail Investment Research is looking for beaten-up/out-of-favour ASX 200 stocks and analysing the macroeconomic environment. Having a good grip on macro...

The global events that have occurred at rapid pace over the past few weeks have led to unprecedented government policy action from major economies, including the US,...

Equity markets continued to correct overnight across Europe and the US. The plethora of governmental actions continue to grow around the world, with the US Federal...

A week is a long time in politics and certainly in FX markets. Last week the US Dollar Index was close to 18 month lows, undermined by the rapid spread of Covid-19 in...

As global rates start to rise, Australia may follow in the short-term, but structural issues will prevent the RBA from hiking rates far, explains Chris Watling, CEO of...