technology

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...

The coronavirus has pulled the plug on many proposed initial public offers (IPOs), with the Australian Securities Exchange’s ‘upcoming listings’ feed looking decidedly...

Global equities have been volatile over the last financial year. The period has been a tale of two halves, marked by strong market performance during the first...

Global equity markets had their highest quarterly returns in decades as markets rebounded from the March COVID-19 induced lows. The dramatic recovery was led by...

Also available on iTunes or Spotify. Alexander Portz (LinkedIn) began his career investing in technology for UK funds management giant Neptune, before joining...

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...

Who would have thought the world could materially operate under shelter in place conditions with millions if not billions of employees working from home (WFH)?Remote...

Over the past few months, we have entered a troubling time for the world. Firstly, lives are being lost all over the world, due to COVID-19, with the latest reported...