global growth

Investors have been promised an elixir of big returns and low volatility. But the truth is, to achieve outstanding long-term returns, you must be prepared to endure...

Investors have seen damaging headline after headline of COVID-related, regulatory or supply chain-related issues coming from China. It seems like every day or week...

Monetary Policy from Tailwind to Headwind: Last year I counted 123 rate hikes across 41 central banks… meanwhile already so far this year I’ve counted 67 interest...

China Property Prices: The Chinese property market downturn extended through January, with the majority of cities seeing prices fall vs December, and close to 50% of...

This wire was written by Amit Nath, Senior Research Analyst with Montaka Global InvestmentsWhen you look at a multiple, it may seem high at first glance. But it is...

Many investors know the unprecedented opportunity that has emerged in US online sports betting. The sector is expected to grow from US$1 billion in 2019 to US$30-50...

100 baggers are few and far between. The stories of these stocks' success inspire investors' the world over, and keep them coming back to uncover the rare gems of the...

After the storm in Chinese equities last month many global growth portfolios took an uncharacteristic decline, including ours. However, we believe, as outlined in my...

There has been a sharp rotation out of growth and steep sell-off in technology since the speculative highs of February. Of course, moments like this offer rare...

Inflation fears have taken the lofty tech giants for a wild ride over the past few months, after what was nothing short of a spectacular 2020. The NYSE FANG+ Index,...

"If you were waiting for a dip in tech, well, this is a dip in tech" is how Michael Frazis signed off his investor letter this week. After a growth-dominated year (and...

In Part 1 of this collection, One industry growing multiples above the economy, I outlined why the cybersecurity industry is an investment theme worth your attention....

Global stocks fell sharply on Monday following confirmation that the coronavirus has spread to Italy, South Korea and Iran, raising fresh questions about the potential...

Our current investment thesis is that an external shock could spell disaster for the already fragile Australian markets. This could very well end up being that shock....

The last decade was one of steady recovery from the GFC for the world, but also one of great uncertainty and political instability. Markets had the Euro crisis, US...

A key focus area for Nucleus currently is the lack of inflation and stagnant growth we’re seeing worldwide. With that in mind, we brought on ex-fund manager and avid...

What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on. These themes are: businesses with...

Global economic growth is slowing due to a slowdown in China driven by President Trump’s trade war. This is the conventional wisdom accepted by most and questioned by...

Most of the time only a few things really matter with respect to the outlook for the global economy. If one can work out what those key debates are, and how they...