Nucleus Investment Insights

In today's investment webinar, Nucleus Wealth's Chief Economist Leith Van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller disucss the quarterly MacroBusiness Australian property report. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/07/MB-property-podcast-8-07-2021.pptx.pdf As we round out what has been an incomparable financial year in s...

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller turn their attention to the finer arts of value and growth investment styles. Today's episode will focus on the two major styles of investment, how they've fared recently. and how they influence our portfolio's View the slides: https://nucleuswealth.com/wp-content/uploads/2021/07/value-...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George sits down with our Head of Advice Tim Fuller to explore Tim's top 4 tips for the new financial year! Empowering you to develop money and investing as tools for living your fullest life. Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We'r...

In today's investment webinar (LIVE 12:30pm AEST), Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller take the opportunity to talk through the FAANG (Facebook, Amazon, Apple, Netflix, Google) stocks, as well as a broader look at quality and growth stocks. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/06/FAANG.pdf On the agenda: Look...

In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the continuing saga unfurling with China, our biggest trading partner. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/06/Chinas-Iron-Ore-Revenge.pdf As the behemoth in demand of global commodities, it makes a lot of sense...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Advice Tim Fuller to discuss our thoughts on Finances during your 20's. Additionally, two twenty-something's from the Nucleus Wealth team join the discussion to pick Tim's brain; marketing officer Jayden Stent and client liasion specialist Aileen Chong. Empowering you to develop m...

In today's investment podcast Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the final in our series of three podcasts on the contrarian view for inflation. This time we look at what to do from an investment perspective. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/06/inflation-ep3....

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 set to provide the lay of the land on our contrarian view of inflation. You can view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2021/06/inflation-and-supply-chains.pdf The inventory rebuild/supply chain "pig in...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Investment Damien Klassen to discuss what inflation is, and why too much, or too little can be a negaitve for the economy. Empowering you to develop money and investing as tools for living your fullest life. If you'd like to learn more about our view, you can read our articles on...

In today's investment webinar (LIVE 12:30pm AEST), Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation. View the presentation slides https://nucleuswealth.com/wp-content/uploads/2021/05/inflation.pdf Topics on the agenda: •Inflation today is not the same...

Treasurer Josh Frydenberg handed down his second "pandemic budget" for 2021-2022 amidst a backdrop of continuing uncertainty. Acknowledging that the virus is a continuing threat to lives and livelihoods, this budget is again framed to prioritise jobs and investment. View presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/05/australianbudget.pdf As well as stimulus measures, the...

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by Harry Goldberg and Tristan Scifo of Purpose Advisory to explore the process of life planning, and the effect it can have on our lives. Empowering you to develop money and investing as tools for living your fullest life. Resources to create a life plan: https://purposeadvisory.com.au/blog/f/wh...

This week our attention turns to the growing electrification of our world. Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by energy aficionado Paul Martin to help us determine if battery tech will ice the petrol car You can read Paul's articles here: https://www.linkedin.com/in/paul-martin-195763b/ Timestamps: 00:00 intro 01:27 video starts 04:40 Elon...

In today's investment webinar, Nuclues Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss why it's time to move assets offshore View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/05/moving-assets-offshore.pptx.pdf Following the Great Pandemic of 2020, the global economy is entering a robust recover...

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...