Nucleus Investment Insights

In this week's LIVE presentation we explore the current state of play in the Australian Self Managed Super Fund arena. Slides can be found here. Topics include: - Some highlights from the Australian SMSF Landscape - 2 major mistakes SMSF trustees make in asset allocation - Some key ways to avoid making these mistakes - Key considerations before taking the plunge into an SMSF Nucleus Wealth is a Me...

In todays LIVE webinar, hear from Nucleus Wealth's Head of Investments, Damien Klassen and Tim Fuller walk through the tools used at Nucleus Wealth for picking quality stocks. In this episode we focus on Damiens process on how stocks are considered for the portfolios at Nucleus Wealth. - The global move to quality by big fund managers - What is a "Quality" stock - Man vs Machine: Where do quant pr...

This week's LIVE webinar (12:30pm AEST, Thursday 4th July) - we explain all things ethical investment. •Defining ethics in investment •What does investing ethically mean to a portfolio's performance? •What are the options? •What are the pitfalls? •How we help investors invest according to their ethics, whilst still capturing all remaining upside Join Nucleus Wealth's Head of Investments Damien Kla...

This week's webinar was shot in November 2018 but still holds true today. It takes a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Bubbles - Classifying which type of bubble we are in - Identifying the key factors - Conditions evident to support our case The Crash Policy Responses Slides can be found here. Nucleus Wealth is a Melbo...

This week's LIVE webinar (12:30pm AEST, Thursday 20th June) - we dive into our take on the current state of the global liquid dinosaur trade. •Key short term fundamentals reflection on recent price volatility •Will the resurgence in US Shale force an OPEC+ extension? •How do these short term measures play into our longer forecasts? Join Nucleus Wealth's Head of Investments Damien Klassen, Chief St...

This week's LIVE webinar (12:30pm AEST, Thursday 13th June) - Australia's Reserve Bank has capitulated on its eternal economic optimism with the first rate cut in years just as the US Fed turns dovish in the face of Trumps trade war. How many cuts in the cash rate are ahead? What happens when it runs out of cuts? What and when will it turn to in unconventional monetary policy? Join Nucleus Wealth'...

This week's LIVE webinar (12:30pm AEST, Thursday 6th June) - we discuss the outlook for the Australian dollar as the Us/China Cold War develops, the local economy falters and global markets sag. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we dive into the Aussie Dollar Drivers. Slides here. Australian Dollar - 5 drivers valuati...

This week's LIVE webinar (12:30pm AEST, Thursday 30th May) - we dive into a big update on Australian's favourite asset rollercoaster. With the pro-property party firmly back in power - the question remains, does this mean 'risk on' for the property pundits or is there still enough pessimistic proof of potential paroxysm? Slides can be found here. So join Nucleus Wealth's Head of Investments Damien...

This week's LIVE webinar (12:30pm AEST, Thursday 23rd May) - As we review the escalation between global powerhouses USA and China. Is this the Cold War 2.0? What is the US trying to achieve? How might it play out and some potential scenarios How are these events likely to impact investment in the near future? So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewe...

This is a quick overview of our larger Mega Trends show. Join Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets: - Rising inequality - Baby Boomers - Women in the workforce - Global debt levels - Company tax rates Slides can be found here. Nucleus Wealth is a Melbourne bas...

On today's show we look at some prevailing Mega Trends. Join Nucleus Wealth's Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets: - Rising inequality - Baby Boomers - Women in the workforce - Global debt levels - Company tax rates Slides can be found here. Nucleus Wealth is a Melbourne base...

As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. Here is a short summary of our larger show to whet the whistle. So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leit...

As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. Slide can be found here. So join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith Van Onselen and Tim Fuller as we look...

We have another special guest week in Matt Barrie. Matt is an award winning entrepreneur, technologist and lecturer, having won numerous awards including being named the inaugural BRW Entrepreneur of the Year in 2011. He is now the founder and CEO of listed company Freelancer.com, which is one of the worlds largest freelancing and crowdsourcing marketplace. In todays interview we discuss Matts vie...

This week's LIVE webinar (12:30pm AEST, Thursday 18 April) - we look at recent numbers out of China, it's subsequent investment implications and how we are adjusting portfolios to take advantage. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss recent global data points and how we are positioning portfolios in response. -...

We have another special guest week in Denise Brailey, who is President of the Banking and Finance Consumers Support Association. (BFCSA) BFCSA investigates fraud involving lenders, spruikers and financial planners worldwide. For the past two decades, Ms Brailey, President of BFCSA (Inc), has been a tireless campaigner, championing the cause of older and low income people around the Globe who have...

This week's webinar we explore what life is left in the Australian Government Bond trade. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on how investments in bonds can provide safety and yet still outperform when conditions are right. - What happens when the safety trade isn't safe? -Australia vs Global -...

(Apologies for the sound, we had some tech difficulties and needed to shoot over the phone) We have another special guest week in Damien Boey, who is Credit Suisse's head of Australian economics and equity strategy. He has worked for the firm for 13 years, and prior to his career at Credit Suisse, worked for 4 years at the Reserve Bank of Australia. After the interview we will then look at some of...

We have another special guest week in Aleks Vickovich, who is currently digital editor at the refreshed Sky News Business channel, which is called Your Money. Alek's book, USA Gday, available here. In todays interview we dive into Alek's take on the outcomes of the Royal Commission, the impacts expected on both the incumbent advice majors and newer licensees and how the changing landscape of finan...

We have another special guest week in Philip Soos is an independent economist and PhD candidate investigating bank crime and mortgage control fraud. https://twitter.com/PhilipSoos In todays interview we discuss some of the finer details from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, with a special focus on some of the startling revelations...

This week's Nucleus Instant Insights, we look at the proposed changes to refundable imputation credits. Join Nucleus Wealth's Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: - Who the changes will affect most - How these changes could affect traditional high dividend stocks - Structuring for the changes - Things to think...

This week's LIVE webinar (12:30pm AEST, Thursday 28 Feb) - we look at the proposed changes to refundable imputation credits. Join Nucleus Wealth's Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: - Who the changes will affect most - How these changes could affect traditional high dividend stocks - Structuring for the chang...

This week's LIVE webinar we explore the retaliation of China on a number of fronts. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on the levers China can pull to exert influence on the global economy. - Trade issues - Cyber warfare - Political Influence - How we position portfolios to face these threats h...

Join Nucleus Wealth's Head of Investments, Damien Klassen and Tim Fuller as we learn more about the real impacts of the recent Royal Commission on everyday Australian's and the broader economy with bank veteran, author and now managing editor of the highly regarded Cuffelinks newsletter, Graham Hand. https://cuffelinks.com.au/ The information on this podcast contains general information and does n...

Nucleus Instants is a shortened version of our larger podcast designed to give you a brief overview of topics covered. This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) - we explore the state of the four main pillars of Australian growth and the potential impacts on the economy. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economi...