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 ...

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

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

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

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 ...

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

That's because the Australian Dollar Trade Weighted Index (A$ TWI) is now below 60%. On a 12-month view, Nicol says "that ...

A bull market in stocks will spill into strong results for fund managers, as investors wait to pounce on a rotation from ...

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

We discuss our stock picks from 2024 and then highlight three new high-quality companies best placed to navigate 2025.