global growth

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...