investment

Latest news and analysis on investment

Macro

June 2024 Podcasts

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

Are we heading for Tech Boom 2.0?

There are considerable parallels between the tech boom in the early 2000s and the AI boom of the last year.
Damien Klassen
Nucleus Wealth
Equities

Investing in AI: Where we see opportunities beyond Nvidia

When a great company isn’t a great investment
+7
Alex Pollak
Loftus Peak
Macro

Why I was wrong about NVIDIA

One way to look at NVIDIA is it got lucky with crypto, then AI. But, NVIDIA is leveraging its luck into a game-changing future for tech.
Damien Klassen
Nucleus Wealth
Macro

April 2024 Podcasts

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

The hidden costs of high dividend yields in Australia

Australian dividend yields are among the highest in the developed world. But they come at a cost: considerable sector concentration risk.
Damien Klassen
Nucleus Wealth
Funds

The weight is over: obesity drugs have arrived

Breakthroughs in obesity drugs look extraordinarily profitable for 2 stocks. But, with improvements, a raft of sectors might be affected.
Damien Klassen
Nucleus Wealth
Macro

Australian NAB business confidence static at 1, UK GDP m/m grew 0.2% in August

Weekly Update | 13th October, 2023
SEK
SQ2
XRO
+1
Hue Frame
Frame Funds Management
Macro

US manufacturing ticked up to 49.0, Swiss CPI m/m dropped– 0.1% in September

Weekly Update | 6th October, 2023
COH
FMG
+7
Hue Frame
Frame Funds Management
Macro

Hacked! Cybersecurity stocks fight back

At face value, the odds of being hacked are much higher than a few years ago. What are the risks, and where are the returns for investors?
Damien Klassen
Nucleus Wealth
Macro

US CPI y/y spikes to 3.7%, ECB raises rates to the highest level since 2001

Weekly Update | 15th September 2023
Hue Frame
Frame Funds Management
Macro

RBA held interest rates steady at 4.1%, Bank of Canada left interest rates unchanged at 5%

Weekly Update | 8th September 2023
Hue Frame
Frame Funds Management
Macro

US JOLTS declined sharply to 8.83m, Australian CPI y/y fell 4.9%

Weekly Update | 1st September 2023
Hue Frame
Frame Funds Management
Macro

Chinese 1yr loan prime rate cut by 10 basis points, German flash manufacturing PMI declined to 39.1

Weekly Update | 25th August, 2023
Hue Frame
Frame Funds Management
Macro

New Zealand held interest rates steady at 5.5%, UK annual CPI y/y fell to 6.8%

Weekly Update | 18th August, 2023
Hue Frame
Frame Funds Management
Macro

Chinese CPI y/y fell -0.3%, US core inflation m/m steady at 0.2%

Weekly Update | 11th August, 2023
Hue Frame
Frame Funds Management
Equities

AI is the new kingmaker

Investors had better not fall into the "AI is but a temporary bubble" trap, because tomorrow's future is about to be rewritten.
AMA
APX
NXT
+2
Rudi Filapek-Vandyck
FNArena
Education

Will luxury goods make your investment fund look fabulous as the economy slows?

“Luxury goods are the only area in which it is possible to make luxury margins.”– Bernard Arnault, Founder, Chairman, CEO, LVMH High-end shoppers are ignoring the...
Tim Richardson
Pengana Capital Group
Macro

October Podcasts: Green metals panic, China property crash, killing inflation and the great energy heist

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information. Crash of the Century: The End of Chinese...
Damien Klassen
Nucleus Wealth
Macro

My recent Q&A on the year that was, and the year ahead

This market insight is a selection of questions from our investors that I answer to provide further insight into the year that was, and our outlook for the upcoming...
Hue Frame
Frame Funds Management
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