Nucleus Investment Insights

Exploring the narrative that ran for much of 2020 that when bad economic news is delivered, it's actually good news, because central banks and governments would step in and do more to support the economy. Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head t...

Today we turn our eye back to Australian property as low interest rates has fuelled a marked surge in demand as the economy rebuilds post pandemic. What has emerged however, is a two speed house price boom. With a superb run up in prices of suburban houses, as space and isolation are sought, prices of inner-city apartments, typically favoured by investors, have languished. To help colour in exactl...

In today's investment podcast, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by property buyers advocate Catherine Cashmore to get an on the ground look at Australia's housing boom. You can find Catherine at https://cashmoreco.com.au/ View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/frontlines-o...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Investments Damien Klassen to unpack our monthly investment performance reports Empowering you to develop money and investing as tools for living your fullest life. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/House-Price-Fundamentals.pdf View the March Pe...

With vaccine clotting issues causing delays to rollout worldwide, MB Fund's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, senior analyst Radek Zeleny, Head of Advice Tim Fuller the investment team investigate if this be catalyst for a stock market stumble. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/04/Vaccines.pptx.pdf Locally, our...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Investments Damien Klassen and Client Liason Specialist Aileen Chong to explore the fundamentals of house pricing. Empowering you to develop money and investing as tools for living your fullest life. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/House-Price...

Will the Australian Dollar (AUD) continue to climb in 2021? In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss where next for the Australian dollar. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/AUD.pptx.pdf On the agenda: Global and Australian growth Interest rate...

In the inaugural episode of our Nucleus Wealth Empower podcast, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Advice Tim Fuller to talk about all things Superannuation Empowering you to develop money and investing as tools for living your fullest life. To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_ca...

This week our attention turns to global stocks post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the various sectors in the market on the search for reliable growth. With traditional defensive stocks not currently behaving defensively, the new challenge lies in optimising global coverage that positions for growth whilst ensuring some downside pro...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate the question "Are we experiencing a Commodity Supercycle?" View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/03/supercycle.pdf As the world is tiptoeing its way out of the coronavirus pandemic, the conseq...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Australian economist, Professor Ross Garnaut to talk about his latest publication 'Reset: restoring Australia after the pandemic recession'. You can view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/202...

Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Adrian Redlich, Chairman of the Merricks Capital Investment Commitee give the rundown on seeking value in alternative markets. On the agenda: An overview of the crisis - vaccines, recovery, asset classes to watch Real estate - residential, development & offices Debt markets Inflation Our investment outlook To listen...

Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Economist Dr Cameron Murray discuss the drivers behind Australian Housing's recent upwards roar. You can find Cameron at https://www.fresheconomicthinking.com/ View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/03/Aussie-property-boom.pdf On the agenda:...

Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/02/inflation-oasis-or-mirage.pdf On...

Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller lay out the Bull Case for Investment Markets in 2021. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/02/bull-case-for-investment-markets.pdf Global equities, as of this week, have gained around 70% since the nadir of the market falls in march-an outcome few would have predicted durin...

Nucleus Wealth's Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate FInancial Adviser Christopher Whaler dive into the art of financial advice View the slides: https://nucleuswealth.com/wp-content/uploads/2021/02/Art-of-financial-advice.pdf On the agenda: When do you need advice? What can advice offer you? What is the process for advice? What options are there for advice?...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen and Head of Advice Tim Fuller are joined by Co-Portfolio Manager of Resonant Asset Management, Nick Morton to determine if Gamestop (GME) spells game over for hedge funds You can find Nick at https://www.resonantam.com.au/ Agenda: Reddit targets: Gamestop + others The future for short sellers Options markets Robinho...

Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Managing Director of Global Mining Research, David Radclyffe, investigate if Mining is experiencing a short-term blip, or a structural boom View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/Mining-short-term-blip-or-structural-boom.pdf You can find David at http://www.globalminingres...

Will Joe Biden cause Markets to boom or bust? Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Advice Tim Fuller will seek to answer this in today's episode View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/Biden-boom.pptx-1.pdf President Joe plans to begin immediately unwinding his predecessor's policies on im...

Nucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Shelley George are joined by prolific trader, avid podcaster, and the Chief Derivative Market Strategist of Big Picture Trading, Patrick Ceresna. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/01/20210114-slides.pdf You can find Patrick at: https://bigpicturetrading.click/ We wanted to brin...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Head of Operations Shelley George investigate how high Bitcoin can go. We give a background on the technology used in Bitcoin, a breakdown of what private money (like Cryptocurrency) is, how and why Bitcoin is valued, and analysis of what this means for Bitcoin in times of crisis and in the longer term View the...

This week we thought we might finish off the year with another big show on Australia's favourite investment class, property. To help colour in the conversation we have brought along Bushy Martin who is a keynote speaker, all round property investment wizard and award winning author of his 2018 book, Get Invested. Link here - https://bushymartin.com.au/books/ It was a terrific conversation covering...

Government bonds have long been a mainstay in a properly balanced portfolio but need to be employed with caution. As we have seen over the last few years, the cratering of central bank interest rates has seen some remarkable opportunity for those with a well constructed portfolio. To share her thoughts on the topics, today on the show we have the Deputy Chief Investment Officer of Jamieson Coote B...

Australian property prices are set to boom in 2021. Why? Australia's successful elimination of COVID-19, the economy's better than expected recovery, and the unprecedented fiscal and monetary support have stars aligned for strong Australian property price growth in 2021 In today's episode, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen and Head of Advice Tim...

This week we look to next year, after one of the most tumultuous global and market environments in living memory through the lens of our popular mega trends series. So join Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller as they provide an update on the investment megatrends we're watching in the post virus world. View the slides: https://nucleuswealth.com/wp-con...