Nucleus Investment Insights

Can Doing Less Help You Achieve More? Or Will Following The Herd Lead You Astray? In this episode of Nucleus Wealth Empower, Shelley George, Nucleus Wealth’s Chief Operating Officer and Damien Klassen, Chief Investment Officer, addressed this incongruous issue. Empowering you to develop money and investing as tools for living your fullest life. Twitter Instagram Facebook LinkedIn Nucleus Wealth is...

Every day there are new applications for AI, and a Cambrian explosion of ideas are steaming through work places right now. In this week's webinar, we analyse the sectors that have the most to gain, and more importantly, the most to lose from the rise of Artificial Intelligence. View the presentation slides Agenda: What is AI What have been the breakthroughs Exponential? Industries most at risk...

This week we will discuss a number of the myths around the rise of India. Most importantly there is a common misconception that as China goes into decline, India will rise to take its place and Australian exports will continue to grow. We do not believe this is broadly the case (although there are some sectors where India-Australia trade will grow) and we look in detail at the reasons why. So join...

It feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets will fall, but the risks are certainly elevated. We are back with banks again this week. We won't give too much because things are moving fast, so just click the button below to watch the full episode. Watch this week’s podcast as Nucleus Wealth's Chief Investment Officer, Damien...

There is debate over what point we are in the cycle. Depending on where we are, there are different stocks that you want to own. Value, growth, defensive, quality stocks - all have benefits at different points in the cycle.  Join us on this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr look at different arguments and...

As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a sign that the Federal Reserve has raised rates until they broke something? Join us for this special episode as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Operating Officer, Shelley George, lift the lid on what's happening in the US banking system right now. To listen in podcast...

Last night in the US we saw a number of regional banks run into issues and have dramatic falls in share price. A range of the largest US banks including JP Morgan, Bank of America and Wells Fargo fell over 5%. Bond yields tumbled (bond prices rose). This could be the precursor to a deeper banking crisis. We run through the issues and the effect on your portfolios. In this investment podcast, Nucle...

Given the inflation and GDP numbers yesterday, we thought it worth an emergency look at the emerging crisis in the Australian economy. Join us in this week’s podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, have a look at this breaking update. View the presentation slides Agenda: GDP fading fast...

Join Nucleus Wealth's Shelley George, Chief Operating Officer, and Damien Klassen, Chief Investment Officer, to find out why transparency is important in your investments. Empowering you to develop money and investing as tools for living your fullest life. Twitter Instagram Facebook LinkedIn Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial...

The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a (further) crisis and European stocks rallied significantly higher. But the absence of a crisis is not the same as a recovery. In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr look at...

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and guest Kirk McDonald of New Energy Nexus dive into the lithium value chain. View the presentation slides Agenda: Discussion about the value chain, what it looks like, what are some of the key numbers and opportunities What are the main hurdles for Australia, wh...

For some months now, there’s been a reasonable amount of divergence between what central banks have been saying and what markets have been pricing in. But now it seems even more extreme. Central banks are talking about higher rates for longer to make sure that inflation has been crushed. Interest rate markets are forecasting a pivot to rate cuts later in 2023. They both can’t be right, and this we...

This week we have Rosie Barnes from the YouTube channel @EngineeringwithRosie . She is a wind engineer and spends her podcasts explaining and analysing renewable energy technologies. View the presentation slides We have Rosie on to look at: What are the most interesting technologies right now, which look like being able to continue to get incremental cost reductions? Which are the "home run" techn...

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr look at the early results from reporting season and how expectations are changing. We also scoot around the world looking at sector and country valuations. Where looks cheap, and which countries have run too hard? View the presentation slides Agenda: Global Ear...

There are a host of economists expecting a recession. There are a bucketload of financial strategists expecting a market downturn. So, why are the technical analysts bullish? Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we weigh in on this.  View the presentation slides Agenda: Fundamental Bears vs T...

The turn of the year is when strategists and forecasters from around the globe look to their crystal balls and prognosticate on the likely events for 2023. This week, we hit David & Damien with forecasts from a number of leading market strategists and geopolitical commentators to see how likely they think the outcomes. View the presentation slides Agenda: Economic Geopolitical Investment Inves...

Join us in this week's investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss where we are up to with the 7 key long-term Investment trends that we have been covering for many years. View the presentation slides Agenda: Inequality Demographics Female participation Rising debt Falling taxes Rising trade Energy costs To listen...

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discuss the many grey areas of ethical investing and how you can do it on your terms. View the presentation slides Agenda: Defining Ethics, ASIC Crackdown Effect on portfolio performance What are the options What are the pitfalls To listen in podcast form click h...

In this investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen and Senior Financial Advisor Samuel Kerr discuss 2023's "odds-on recession". View the presentation slides Agenda: Sharpest interest rate hikes in history House prices continue to fall Fixed-rate mortgages reverting to high variable rates Household consumption falling Record immigration to subdue wage growth To listen in...

Australian property market prices are falling, and rents are rising rapidly. Interest rates are rising even faster at the headline. Where is this heading and what will be its effect for the incoming year? In this Rapid Insights episode, Nucleus Wealth video, we examine these questions. https://nucleuswealth.com/articles/australian-property-market-update/ To listen in podcast form click  ⁠⁠here⁠⁠ G...

In this investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, with guest, Martin North, Principal of Digital Finance Analytics, discussed property rate cut that nobody noticed. View the presentation slides Agenda: Increasing or decreasing? Proportion of GDP - level more important or change? Mortgage stress Investment implications To...

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr as they wrap up the year and discuss what lies ahead for 2023. View the presentation slides Agenda: End-of-year reflection on themes and events of 2022, plus what to look out for in 2023 Inflation Company e...

Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Operating Officer Shelley George and Chief Strategist, David Llewellyn-Smith discuss the recent crypto implosion. Following the collapse in FTX and subsequent chapter 11 filing for BlockFi, will there be a domino effect? View the presentation slides There are two main issues: The size of the crypt...

Join us in this investment podcast as Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr with guest, Caroline DiRusso of The Daily Luxe, discuss the great insolvency facade and the luxury goods market. Caroline is a lawyer with 15 years of experience in commercial litigation and corporate insolvency. View the presentation slides Agenda: The insolvency...

This episode was recorded on 18/11/2022 It's been a tough year for Chinese property developers. The last month has brought some relief in the form of government support, but the questions still remain: - How far will these measures go? - And is it time to buy resources and AUD yet as a result? In this first episode of a new type of Nucleus Wealth video, we look at just these questions. To listen i...