Macro Forecast

FY26 saw investment markets climb another wall of worry, with strong returns for diversified investors. Can it continue?

Should you invest now or wait for stock markets to settle? This is the number one question on every investor's lips. The answer:

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.

Whatever you think Trump's actions over the next 4 years will deliver in capital markets, you're probably wrong.

In this wide-ranging interview, Nicol unpacks the key factors impacting markets right now and what they could mean for your portfolio.

Inflation remains the main game, and other key insights from Fidelity and Tyndall Asset Management

A brighter global outlook emerged in 2024 despite some disappointing news along the way, with further room for upside in 2025

A handy reference source for some of the global financial industry’s mid-year outlook statements

We flip some of the most common predictions for next year, with the help of Marcus Today's Henry Jennings.