Nucleus Investment Insights

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...

This week we turn our attention to the previously unloved (and underperforming) but now surging area of the stock market, value stocks. The question on everyone's mind; will it last? View the slides: https://nucleuswealth.com/wp-content/uploads/2020/12/Value_-rotating-or-just-spinning-its-wheels.pdf So join us in today's investment webinar as Nucleus Wealth's Head of Investments Damien Klassen, an...

On the agenda: •Quick background to MMT •MMT and Inflation expectations •How much more acceptance is Steven seeing for MMT on the back of large government spending this year? •Which country is closest to considering MMT? Has any economy adopted a form of modern monetary theory and been OK? •Janet Yellen looking like being Treasury Secretary, she has disavowed MMT but has voiced support for trying...

We discuss the history Australian-Chinese relations and China using this as a foundation for creeping influence into Australia, and the resulting escalation of tensions; including Chinese demands of Australia and recent blocks on numerous commodities. We discuss the evident decoupling and cover the economic impacts of the commodities blocks and decrease in Chinese tourism and students going forwar...

Martin North joins us to discuss Australian property using his latest housing and economic data. This includes the latest in Australian property, including the impacts of covid-19, household financial confidence, listings, mortgage stress and dwelling values View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/Can-Australian-property-rebound-from-the-coronavirus-crisi...

On the agenda today: Manufacturing revival in Australia (and other western countries), if the declining costs of renewable energy will be enough to overthrow fossil fuels and the cost revelations of what happens if they do In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Principal of Iron Matrix, David Morgan discuss the future of man...

We start with the fiercely contested US election, in which vote counting is currently underway, and tipped to not be fully decided for some time, due to record numbers of early votes cast, both in person and by mail, due to the coronavirus pandemic. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2020/11/US-Election-content.pdf On Tuesday, we had the Reserve Bank of Aust...

Several weeks ago we ran an episode with the same topic, where we spoke at length about traditional sources of yield, and reached the conclusion that due to record low rates, in the future investors would need to expose themselves to risk in order to gain returns. Today we look further at the future of income; covering the range of investment options, and the market moves of the week. View the pre...

Our attention turns this week to what is most Australian's second biggest asset, Superannuation. Super means a lot things to every Australian. For some it's a tax efficient long term savings vehicle that if managed well can provide security and reassurance that retirement will be comfortable and reliable. For others it is an annoying, mandated deduction of their hard earned wages, robbing them of...

Prof. Steve Keen joins us to discuss his work on the disastrous economics of climate change, in which he contends numerous errors have been made in calculating the economic effects of climate change. Correcting for these errors makes it feasible that the economic damages from climate change are at least an order of magnitude worse than forecast by economists, and may be so great as to threaten the...

With Frydenberg's recent announcement of Australia's Budget, we thought it prudent to schedule a special episode of the investment webinar today, in which Nucleus Wealth's Chief Strategist David Llewellyn Smith, Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller dive into Frydenberg's Sugar Hit (aka Australia's Budget). View the presentation slides...

After 5 years of falling RBA rates and the fact that income needs are rising against falling "safe" investment returns, what can clients do? View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/Finding-income-presso.pdf Growth was good before March this year, but what now? Is it a short term hit to growth or something more sustained and how can this be used to pr...