Alphabet (Nasdaq: GOOGL) sits at the other end of the spectrum, trading at just 22x despite its monopoly in search and ...
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
One is that the Reserve Bank will not cut interest rates any time soon, because inflation has remained stubborn. Another ...
In September, all six members of the Alphinity Global investment team embarked on international travel, collectively visiting ...
Central banks have looked at the growth of private credit (and associated risks) and have given the sector a cautious stamp ...
Metro and Arrow among the few ASX stocks offering leveraged exposure; Plus, Spartan and Rumble take the week’s gold honours.
This episode focuses on Origin Energy ( ASX: ORG ), a leading player in the electricity retailing and generation sector in ...
The ‘Magnificent 7’ tech stocks again delivered strong earnings growth for the Q3 2024 quarter with all companies beating ...
In Australia, growth is expected to improve but remains below trend, with government spending the key driver ahead of the ...
Less than 1% of the 27M US companies are publicly-listed. That opens up a huge opportunity for those who want to invest in ...
As long-term investors, you should be investing across cycles – not just for the shorter term, and there’s positive news for ...
Glenmore Asset Management's Robert Gregory has outperformed over an extended period. Here, he shares some insights as to how.