Macro Forecast

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.

Livewire brings you a wrap of some of the year-ahead outlook statements that have crossed our desks so far

Our model suggests inflation could come in below expectations.

In case you missed it... It was a great year for bulls in 2021, but can the momentum be sustained in 2022? Eight fundies shared their view on the prospects for the...

Say what you will about the film, but I thoroughly enjoyed 1998-smash Armageddon. For those who haven't seen it, NASA agents discover a large asteroid is set to hit...

Morgan Stanley has a decidedly bullish view on the trajectory of the global economy and, by extension, markets for 2021. We view 2021 as the start of a...