It has been a busy few weeks in geopolitics. Late last week, we changed our portfolio allocation to pull back on stocks in our tactical funds. There are a broad number of reasons that I will discuss in podcasts and the performance report (later this week). The headline is that there is growing ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen checked in on house price affordability for Australians after the recent interest rate cuts. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes go ...

The Market Ear with more.

The prospect of interest rate cuts from the Reserve Bank of Australia (RBA) has engineered a rebound in Australian house prices.

Australia's inflation is falling. CBA forecasts that trimmed mean inflation will fall to 2.8% in January, within the Reserve Bank of Australia's (RBA) 2% to 3% inflation target.

Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and scope of the attack are significant and mostly unconstitutional. The two most likely outcomes are:

Tariffs, in an ever-evolving form, are front page of every business paper at the moment. Are they going to give cover for companies to push through another round of price increases? In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve on this topic. Agenda: ...

Another big month for markets. Our international portfolio in particular performed much better than benchmark, up almost 5% for the month, while our growth portfolio was not far behind.

Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced nations.

Australia's manufacturing sector has shrunk to just over 5% of GDP, the lowest share in the OECD.