Investment podcast

Global markets look expensive—but it’s mostly the biggest companies driving that. The rest of the market is priced closer to normal.

David Clark is joined by Nikki Thomas, global equity investor and the current Portfolio Manager of Magellan’s High Conviction Fund.

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

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

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

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

The latest Firetrail Equity Edge Podcast has just landed.

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

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

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