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

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

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 ...

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

Is 2025 the year of the Australian small caps?

ASX banks are considered overvalued by most major brokers, but have delivered some of the best returns in 2024. Should you ...

Should you hold your bank shares? Should you sell them? Should you buy more, and if so, which ones? What do the charts say?

2024 was a whirlwind year for global markets, and what better way to recap it than through storytelling by memes? From political drama to soaring tech stocks, central bank pivots, and even Australia’s ...

Founder-led companies have a strong track record of delivering superior returns for investors as compared to professional manager-led counterparts, with a 2016 analysis by Bain and Company ...

ASX banks are considered overvalued by most major brokers, but have delivered some of the best returns in 2024. Should you stick with them?