Nucleus Investment Insights

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...

In today's investment podcast, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr pull apart the Chinese property market's crash landing Agenda: - After 30 years of boom, the Chinese property development market is going bust. - Signature policies of "three red lines" and "common prosperity" has triggered it. - The goal...

In today's investment podcast, Martin North of Walk The World joins Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr to discuss if Australian Property will continue to boom in 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2022/01/DFA-12-Jan-2022.pdf On the agenda: - Latest household mortgage stress data - Postcode stress m...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith van Onselen and Senior Financial Advisor Sam Kerr illuminate us on why immigration is the key to Australian interest rates in 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/immigration-employment-and-interest-rates.pptx.pdf On the agenda: - After 11 lon...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen and Senior Financial Advisor Sam Kerr cover the different ways you can invest ethically, how ethical investing really works, why you might consider it, and the investment impacts of the decision View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/how-to-make-your-ethical-investment-eff...

In today's investment webinar Nucleus Wealth's Chief Economist Leith van Onselen, and Senior Financial Advisor Sam Kerr discuss the signs we're seeing of another lost decade for the Australian Economy View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/another-lost-decade.pdf On the agenda: The Australian economy set to boom in 2022. But another lost decade looms onc...

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr cover our 7 key long term Investment trends for 2022 View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/12/megatrends.pptx.pdf On the agenda What is a long term trend What are the 7 key long term trends? How to use them in investment Investment Outlo...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by Wadzanai Nenzou to help you traverse the path to buying your first shares Empowering you to develop money and investing as tools for living your fullest life. You can find Wadzanai at http://www.herconomics.com/ To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_sou...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Senior Financial Advisor Sam Kerr discuss various scenarios for how Omicron may play out, and subsequent investment market impacts View the slides: https://nucleuswealth.com/wp-content/uploads/2021/12/omicron-market-impacts.pptx.pdf On the agen...

In today's investment webinar (LIVE 12:30pm AEDT), Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr sit down to discuss the recent falls in the Australian Dollar, gains in the US Dollar, Iron Ore price coming off, and ultimately answer the question, has the Australian dollar bottomed? View the presentation slides: ht...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Senior Financial Advisor Sam Kerr to shed light on how you can use Superannuation to help you in purchasing your first home. 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_s...