The Australian dollar has been in freefall for a number of months but has rallied in recent days. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the five main drivers for the Australian dollar and discussed ...

OK. Let me get this out of the way up front: Trump will declare victory either way.

Via Goldman's useful Scott Rubner who sees risk on.

The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless earnings.

The first battle between bond vigilantes and King Trump has gone to the former.

DXY is taking a breather.

For the 12 months to Dec 31 it was a cracking year for stocks. To be more specific, it was a cracking year for NVIDIA, and to a lesser extent the other big 6 US technology stocks. So, as long as you had lots of NVIDIA, your portfolio did well. Our global leaders portfolio, a concentrated exposure ...

2025 has seen a huge rise in long term bond yields, causing ructions in the stock market. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen looked at the causes, the implications and what it means for your portfolio. View the presentation slides Click here to ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked at a range of different predictions for 2025 and assessed their likelihood and effect. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes ...

Australia's manufacturing sector has been in terminal decline for 40 years, with the sector's share of GDP declining by nearly two-thirds since the late 1970s.