The stock market is hugely complex. So coming up with an outlook for 2025 is a tricky endeavour. Which is why I’m not going ...

We expect 2025 to be the year of moderation – marked by slower growth, lower (but still positive) equity market returns, ...

Market consensus expects earnings growth in 2025 for ASX 200 listed companies to be moderate; where should investors seek ...

What tied them together was their share price performance. Oh sure, commentators tried to find some commonality, such as ...

Grow old enough and you have seen most movies before. You know the murderer. You know how it all ends. You know to run when ...

At the start of the year, economists widely predicted at least two cuts in the latter half of 2024. Instead, the RBA’s ...

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

It was a great year for global equity markets. Australia was a relative laggard. The Magnificent Seven did well, as did my 8 ...

With the market for private real estate credit continuing to grow, this asset class offers a unique investment opportunity ...

Amid recent headlines regarding corporate governance shortcomings, the need for rigorous governance standards has never been ...

It was a great year for global equity markets. Australia was a relative laggard. The Magnificent Seven did well, as did my 8 China A-Shares.

Five reasons stocks have powered on in 2024. When permabears are throwing in the towel, a market top is more likely. Some ...