technology

In my recent note, I discussed how listening to the world’s top CEO’s, CFOs and CTOs and their strategies in navigating this pandemic has allowed us to start to build...

Internet companies have gone from strength to strength, dramatically outperforming the broader market year-to-date. We believe that these companies have room for...

Driven by what has been often characterised as the Fourth Industrial Revolution, the technology sector has led global equity markets in recent years as the powerful...

Search queries for exchange-traded funds (ETF) have exploded in 2020, especially on the back of COVID-19. The number of people seeking information on Google for this...

The scale of connectivity unlocked by the global tech titans is unprecedented. The breadth, depth and access created by the top seven ‘super platforms’ (Facebook,...

The Silicon Valley giants are shifting their attention to India as the next big growth market, just as the consumer base and payments ecosystems are reaching critical...

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...

On Friday, 6th August, President Trump issued two executive orders banning U.S. transactions from WeChat, the Chinese ‘uber’ app owned by Chinese technology giant,...

Zigging and zagging have been the story of 2020. The equity market zigged higher, then zagged sharply lower as the health and economic ravages of COVID-19 became...

If Netflix is the new broadcast TV, then TikTok may be the new cable TV, serving users with a “seemingly” random and endless feed of 15 second-ish videos. A Chinese...

Investors have flocked to large technology and communications growth companies in 2020, even as macro drivers injected considerable volatility into financial markets....

In this weeks investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Financial Advice Tim Fuller and Jeff Booth discuss Jeff's #1 best seller...

The broad market indices are providing ever increasing concentration and valuation risk. While the music keeps playing and, in fact, appears to be getting louder,...

Some of the most fabled investment success stories of today include the likes of Apple, Afterpay, Microsoft and Shopify. If we consider the common factors that tie...

When we think about growth versus value, and this is very topical now because growth stocks are doing well, I think it's important to recognise that this has actually...

Australia’s chief scientist Alan Finkel describes hydrogen as “Australia’s next multibillion dollar export opportunity’’ - and judging from two recent equity raisings...

The Australian stock market set a new record at the end of June 2020. The ASX Information Technology GICS sector beat the all-time high forward P/E record set in March...

With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but...

Many investors may have been forewarned that the most expensive words in the English language are: “it’s different this time.” But with respect to the challenges posed...

In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns...