Nucleus Investment Insights

It's that nearly time of year again: tax time! Is it appropriate for you to make a contribution to your superannuation before we hit that 30 June deadline? Take a look and find out. Show Links: https://nucleuswealth.com/articles/how-to-make-pre-tax-concessional-contributions-after-tax-non-concessional-contributions-to-super-including-catch-up-contributions/ https://nucleuswealth.com/articles/to-in...

The National Energy Market failed this week, so we invited Western Australian energy expert Katharine McKenzie on to get her thoughts. Katherine runs an energy consultancy after years working for the West Australian government on energy policy, including decisions not to join the National Energy Market. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Austral...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Financial Crime Intelligence, Nathan Lynch, and Senior Financial Adviser, Samuel Kerr, delved deep into the world of money laundering. Nathan Lynch explained how dark money has infected the lives of ordinary people - and tainted Australian democracy. Australia is awash with dirty money. It flows through our econom...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Buyers Advocate, Media Commentator and Economist, Catherine Cashmore, Chief Economist, Leith van Onselen and Senior Financial Adviser, Samuel Kerr, will discuss whether a crash is in the future for Australian property. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/06/Is-there...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and  Senior Financial Adviser, Samuel Kerr, look at the impending shock to electricity prices in Australia and the implications of that.  View the presentation slides Agenda: The Preposterous Australian Energy Shock * Global prices for key energy inputs hit home *...

In this investment podcast, Nucleus Senior Financial Adviser Samuel Kerr, Chief Economist Leith van Onselen, and Chief Strategist David Llewellyn-Smith gave an update on the state of the Australian economy that the new government is receiving. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/05/Podcast_slides.pdf Agenda: Current economic conditions superficially...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr, and Chief Strategist David Llewellyn-Smith will discuss whether markets are correctly pricing in a large stimulus package from China and what the consequences will be if it is not forthcoming. View the presentation slides Agenda: Is the great China reckoning upon us? China’s pr...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Strategist, David Llewellyn-Smith will discuss the recent fall in equity values back to more normal values.  View the presentation slides Agenda: Markets are no longer expensive… Is it time to buy? Valuation overview Global tightening, fiscal and monetary Europ...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Chief Operating Officer Shelley George is joined by Nucleus Wealth's Chief Investment Officer, Damien Klassen, to discuss the recent increase in interest rates from the RBA and whether Boomers had it worse in the 1980s at 17% interest than millennials now at 0.35%.

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr, will do a round-up of Q1 company reporting season to date and have a look at the interaction between inflation and company profits.  View the presentation slides Agenda: Will the earnings boom continue Economic slowdown Top down US Earnings Regional Earnings Sector ea...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/Its-Bond-Contrarian-Bond.pdf Agenda: Movements in bond yields Global tig...

When should and shouldn't you use the superannuation downsizer contribution?

In this investment podcast, Chief Investment Officer, Damien Klassen, is joined by Nigel Morris, Head of Business Development at Solar Analytics and Renew Economy, and Sam Kerr, Senior Financial Adviser, to discuss the state of renewable energy supply chains in the face of the Russian invasion of Ukraine, and the implications that's had on European demand for Russian gas. View the presentation sli...

In this investment podcast, the Nucleus Wealth team will explore the economic context with which we enter the 2022 Federal Australian election and the likely investment implications should one of the major parties secure an outright majority and be able to implement their policies. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/04/scomo-v-albo.pdf Agenda: A hi...

In this investment podcast, Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr explore whether rising rates will crush house prices. Agenda: Rising rates will crush house prices How to value property Property macroeconomics Effect of rising interest rates Buying vs renting Property vs shares View the presentation slides here: https://nucleuswealth.com/wp-content/uploa...

Stock markets have rallied hard off their Ukraine war lows - is this the start of a new bull market or is it the chance to sell into a rally? In this investment podcast, Chief Investment Officer Damien Klassen, Chief Strategist David Llewelly-Smith and Senior Financial Adviser Samuel Kerr discuss whether a global recession is coming and whether this market rally is a dead cat bounce or not. Agenda...

In this investment podcast, Chief Investment Officer Damien Klassen, Narrow Road Capital Portfolio Manager Jonathan Rochford, and Senior Financial Adviser Samuel Kerr explore debt markets in the face of the Ukrainian invasion. Please view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/03/Navigating-the-debt-minefield.pptx On the agenda: Russian default and fall out...

In this investment podcast, Chief Investment Officer Damien Klassen, Economist and Author Professor Steve Keen, Leith van Onselen, the Chief Economist at Nucleus Wealth and Senior Financial Adviser Samuel Kerr explore whether the housing market has peaked in Australia. View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/03/Has-the-housing-market-peaked_.pdf On the a...

In this investment podcast, Chief Strategist David Llewellyn-Smith, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr take another look at the commodities price boom in the face of the Ukrainian invasion. View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2022/03/Commodity-Blowoff.pdf Agenda: Latest situation Anatomy of a blow-off Effective...

Should you fully direct your own investments, or pay someone else to do it? Or is a combination of both the most appropriate? In this episode, host Shelley George talks to Nucleus Wealth client Philip D'Souza about why he chooses to do both, and what are some of the things to consider in each case. Follow Philip on Twitter @philip22451091

In this investment podcast, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr will take a look at the investment fallout from the recent invasion of Ukraine by Russia. View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/03/Goldilocks_Russian_Bear.pptx.pdf Agenda: Asymmetric risks Financial crises possibility Recession Supply chains Cyber...

In today's investment podcast, Nucleus Wealth's Chief Economist Leith Van Onselen, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr are joined by Salvatore Babones to discuss his brand new book "Australia's universities: can they reform?" View the presentation slides here:https://nucleuswealth.com/wp-content/uploads/2022/02/Australias-universities_-can-they-reform.pdf...

In today's investment podcast, Nucleus Wealth's Chief Economist Leith Van Onselen, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr discuss Australia's record breaking labour market and dissect the latest employment data that's hot of the presses today Topics discussed: ABS January Labour results Tightest jobs market in generations Role of closed borders Implications...

In today's investment podcast, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if the Inventory Super-cycle is finally ending Topics covered: PMIs A typical inventory cycle Today's inventory / sales Retail sales Capacity expansion? To listen in podcast form click here: https://nucleuswealth.com/podcasts/...

In today's investment podcast, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr detail if the Market Meltdown will continue Topics on the agenda today: Bull case for markets Supply chain Wage Growth China Earnings Valuation To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Ge...