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

Although RMD has re-rated from its share price low of around $21.50 in October 2023, it has only just surpassed its all-time ...

Joe McCarthy from Elston and David Wilson from First Sentier run the ruler over your most-tipped growth stocks for 2025 ...

The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields, and the US dollar. While US equity markets have enjoyed a post-election ...

Russia's invasion of Ukraine has untethered gold's correlation to real interest rates and threatens to extend an ongoing bull ...

Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term ...

Profeta Investments has recently been acquiring shares in Perpetual Limited. We have an intimate knowledge of the business, ...

Realm Managing Partner Andrew Papageorgiou says the Dominion Income Trust is a step forward for investors seeking income on the ASX.

There are certain conditions and characteristics of founders and their businesses we look for when investing. We share some ...

The transformational merger of Chemist Warehouse Group and Sigma Healthcare has cleared the final hurdles, with both Sigma ...

When markets are flying and things are concentrated, it's easy to forget portfolio management. The tech selloff reminded us ...

As was widely expected, the Federal Reserve Open Market Committee (FOMC) chose to keep its benchmark rate unchanged at ...