Nucleus Investment Insights

This week's webinar (12:30pm AEST, Thursday 22 Nov) - is an Australian Housing Crash update. A slump in auction clearance rates, tightening credit, revelations of huge amounts of 'liar loans' and of course, falling house prices. Our take on how far it can go, and how we are positioning portfolios to avoid the fallout and take advantage of opportunities. The information on this seminar contains gen...

This week's webinar we have David, Damien and Tim as we take a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Its a longie, but a goodie. Bubbles - Classifying which type of bubble we are in - Identifying the key factors - Conditions evident to support our case The Crash Policy Responses The information on this seminar contains gene...

This week's webinar is a US election special. What the US mid term election result means for your portfolio, and how we use this news to position client capital to help take advantage of world markets. The information on this seminar contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future pe...

Join Nucleus Wealth Head of Investments, Damien Klassen, and Tim Fuller as we discuss where we are seeking new opportunities after the recent market shake out. The information on this seminar contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. nucleuswealth.com

This week's webinar is a focus on the structural problems with superannuation: - How tax breaks are skewed - Superannuation isn't working at getting people off the aged pension - Problems with superannuation funds in focus at the Royal Commission - Investment opportunities The information on this seminar contains general information and does not take into account your personal objectives, financia...

We have had our 2nd big market wobble for 2018, perhaps marking a return of uncertainty after a tremendous multi year bull run for global markets. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss the how, why and what to do when markets have their turn on the bronco. nucleuswealth.com

Join us today as MB Fund Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the raging trade war between the US and China and what the implications are for asset prices.

This audio was recorded at the 2018 Nucleus Wealth / Macrobusiness Seminar held on Thursday 13th September in Melbourne. The information on this seminar contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. nucleuswealth.com Question guide (with time elapsed) : 0:38 Q0 - Does...

This week on Nucleus Investment Insights we chat to Philip Soos, an independent economist, PhD candidate investigating bank crime and mortgage control fraud and co author of the book, Bubble Economics - Australian Land Speculation 1830 to 2013 with Paul Egan. www.nucleuswealth.com

Join us as Nucleus Wealth Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the future of the Pacific Peso. - What is sitting behind the recent fall in the AUD? - Can the current drivers be relied upon for future direction? - How is the Emerging Markets Crisis and Trumps Trade War going to impact the AUD? The movement in the AUD creates significant...

This week on Nucleus Investment Insights we are delighted to spend some time with Catherine Cashmore, real estate commentator, President of tax reform think tank Prosper Australia and co owner of a property advocacy company called Anderson and Cashmore real estate. nucleuswealth.com

This week on Nucleus Investment Insights we have a special guest, Dr Cameron Murray. Dr Cameron Murray. Cameron is an economist and consultant who specialises in property markets, environmental economics, and corruption. He teaches at the University of Queensland, blogs at fresheconomicthinking.com and co-author of last year's breakout book, The Game of Mates. In todays interview we cover some of...

Join Nucleus Wealth Head of Investments, Damien Klassen, Head of Strategy David Llewellyn Smith and Tim Fuller as we discuss the various ways you can take advantage of the other 98% of world stock markets. For the visual presentation head here - https://youtu.be/9X_kqmarO5U

Join us today as Nucleus Wealth Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss current market conditions and how someone who is nervous about entering sharemarkets can still take advantage of opportunities. - Capital protection whilst still capturing some upside of shares - When to climb the wall of worry and when to sit it out - Tactics used by...

This Thursday (12:30pm AEST) on the live Nucleus Wealth webinar looks at the Emerging Markets Crisis. - Is the Turkey basted? - Which is the next domino to fall? - Is China THE risk? - How these themes translate into investment practice at the MB Fund SIGN UP for webinar, and have your questions answered live! Can't make it to the live series ? Catch up on the content by Podcasts or our recorded V...

In this weeks Nucleus Insights - Mega Trends, has Nucleus Wealth Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets. •Rising inequality •Baby Boomers •Women in the workforce •Global debt levels •Company tax rates www.nucleuswealth.com The information on this blog contains general informatio...

The BAT has FAANGs, has Nucleus Wealth Head of Investment, Damien Klassen and Tim Fuller having a look at the perennial rise of the big US tech growth giants and some eastern upstarts in Baidu, Ali Baba and Tencent. •Looking at growth stocks in general •Is it too late in the cycle to dive in now? •Is there another Tech Wreck on it's way?

Join Leith Van Onselen, Damien Klassen and Tim Fuller having a look at the Australian Labour market as it stands today. •Whats the state of play? •Where is the labour market trending in Australia? •Do we have a new employment boom on our hands? •Tactics used at Nucleus Wealth to position portfolios for the future The information on this blog contains general information and does not take into acco...

NUCLEUS WEALTH INSIGHTS This week on Nucleus Insights, Australian Housing - Boom and Doom will have Economist Leith Van Onselen and Strategist David Llewellyn-Smith join, Damien Klassen and Tim Fuller as they deconstruct the Australian Housing Market. - The Boom and Bust of Australia's favourite dinner topic, Housing. - Bust and Boom Locations. - Current snapshot of Australian Housing. If you like...

NUCLEUS WEALTH INSIGHTS Good Defence is the Best Offence On this episode of Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies. - Can volatility be viewed as a whole or a sum of many parts? - How stock selection can help insulate a portfolio in volatile times. - Tactics used at Nucleus Wealth to help...

NUCLEUS WEALTH INSIGHTS Resources - Dirty Business On this episode of Nucleus Insights, Resources - Dirty Business will have David Llewellyn-Smith, Damien Klassen and Tim Fuller talking dirty on Australian Resources. •Resources sector valuations •Commodity price outlook •World commodity demandIf you liked this episode please feel free to give us a 5 Star review and subscribe for more great content...

NUCLEUS WEALTH INSIGHTS Quant Rocks - Value is Key  This episode of Nucleus Insights, Quant Rocks : Value is Key [3/4] will have Damien Klassen and Tim Fuller discussing Damien's favourite tool.  •How does Nucleus pick 'Value' stocks ? •Man vs Machine: Where do quant processes help, where do they hinder ? •How Value stocks perform over the long term ?If you liked this episode please feel free to g...

NUCLEUS WEALTH INSIGHTS China Triple Threat On this episode of Nucleus Insights, China Triple Threat will have David Llewellyn-Smith joining Damien Klassen and Tim Fuller to cover the latest from China.     - How will Xi respond to Trump's Trade War ?      - Is China slowing or unleashing more debt ?     - What are the implications for investment ?  If you liked this episode please feel free to gi...

NUCLEUS WEALTH INSIGHTS Quant Rocks : Quality Counts This episode on Nucleus Insights, Quant Rocks are back for our second episode to our four part series. Join us as Damien Klassen and Tim Fuller walk through Quantitative Research Methods and how they are applied to our portfolio for stock picking and evaluating the right stocks for our goals.      - What is a "Quality" stock     - Man vs Machine...

NUCLEUS WEALTH INSIGHTS State of the NationOn this episode of Nucleus Insights, State of he Nation will have Leith Van Onselen joining us as he uncovers the hidden figures in the latest National Accounts. Listen on as Tim Fuller walks through the the report with Leith as they breakdown each segment against current trends.  •What did the National Accounts show in the March Quarter ? •What do the Na...