Nucleus Investment Insights

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...

NUCLEUS WEALTH INSIGHTS GFC 2.0 - The Italian Job On this episode David Llewellyn-Smith, Damien Klassen and Tim Fuller look at recent events over in Italy and their conundrum with the EU. •Will this be the beginning of another Global Financial Crisis ? •What does this mean for the Euro and european based investments? •What impact does could this have on the unwinding of the European Union? If you...

NUCLEUS WEALTH INSIGHTS The Future of Financial AdviceHear from Damien Klassen and Tim Fuller as we look at what remains of the Financial Advice Sector. •Given the recent royal commission's findings, what impacts will be felt in the financial advice sector? •Is this the end of aligned (bank) advice? •What changes are on the horizon for how financial advice is provided to clients? •What options are...

NUCLEUS WEALTH INSIGHTS Ethical Impacts on your Bottom Line. Hear from David Llewellyn-Smith, Damien Klassen and Tim Fuller as we look at a your Ethical Choices and what to expect when applied to your investment portfolio. - Weighing up Pros and Cons of applying ethical investment choices. - Can we make a difference ?  At what cost ?  - How much is too much ?  What is your bottom line ?  If you li...

NUCLEUS WEALTH INSIGHTS  Housing - Australia's Favourite BoomHear from David Llewellyn-Smith, Damien Klassen and Tim Fuller as we look at a the falling dollar and are we doomed ? - Past and current trends of the Australian dollar - Will we fall further ?  Can we fall further ?  - Positioning yourself for the best opportunity If you liked this episode please feel free to give us a 5 Star review and...

NUCLEUS WEALTH INSIGHTSHousing - Australia's Favourite BoomJoin David Llewellyn-Smith, Leith Van Onselen, Damien Klassen and Tim Fuller as we look at Australia's favourite topic in every conversation. The property bubble and the pop. - Drivers of Property Boom - Repercussions of driving a large Boom in the Property Market - What to do if you are investing or are planning to invest in the Property...

NUCLEUS WEALTH INSIGHTSAre the Banks Royally F * * * * * ?Join David Llewellyn-Smith, Leith Van Onselen, Damien Klassen and Tim Fuller as we take a look at recent hot topic of Royal Commission and the Banking Sector. - Banking and Finance Sector, what will become of the industry in Australia ? - What to expect if you invested in Australian Banks. - How to position your portfolio as we face years o...

NUCLEUS WEALTH INSIGHTSAustralia - Boom or Bust Commodities Join David Llewellyn-Smith, Leith Van Onselen, Damien Klassen and Tim Fuller as we take a look at recent events and what to do on inevitable future of Australian Commodities. - Future of Aussie Commodities - Finding opportunities in a bust - Find out how Nucleus Wealth is positioning its portfolios for upcoming commodity market preparing...

NUCLEUS WEALTH INSIGHTSIs it time to sell Europe ? Join Damien Klassen and Tim Fuller as they take a look at the current position of Europe and what you should look for in your portfolio. If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content. We also have a live chat feature ! Sign up to our live webinar series - Nucleus Insights and join us dur...

NUCLEUS WEALTH INSIGHTSTrade WarsJoin Damien Klassen and Tim Fuller as we embark on a deep dive into: - What does it mean for the economy ? - Where will this lead the Services and Manufacturing Industry in Australia ? - How should you prepare your portfolio for the best outcome ? If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content. We also hav...

NUCLEUS WEALTH INSIGHTSQuant Rocks for Picking Stocks! Hear from Damien Klassen and Tim Fuller covering a 101 on quantitative research methods: - What are they ? - How and why are they so popular and effective ? - The depth of company share analysis quantitative research methods cover. If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content. We al...

NUCLEUS WEALTH INSIGHTS2018-28 Investing for Australias Lost Decade Join Damien Klassen and Tim Fuller as we look at: - Investment opportunities for the next decade. - What to look for in the next ten years as we approach stagnant wages. - Low inflation - The unwinding of property market. If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content. We...

NUCLEUS WEALTH INSIGHTSHas the Aussie Dollar Peaked ?Join David Llewellyn-Smith, Damien Klassen and Tim Fuller as they cover: - The Australian Dollar Outlook - What does this mean for Australian Investors ? - Learning how to spot opportunities in current events If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content. We also have a live chat featu...

NUCLEUS WEALTH INSIGHTSWorld Valuation Round UpJoin Damien Klassen and Tim Fuller as we embark on a deep dive into: - Global stock valuations - The impacts of credit - How this is applied to the portfolios at Nucleus Wealth If you liked this episode please feel free to give us a 5 Star review and subscribe for more great content. We also have a live chat feature ! Sign up to our live webinar serie...

NUCLEUS WEALTH INSIGHTSOZ Economics !Special Guest Letih Van Onselen from MacroBusiness Superblog joins David Llewellyn - Smith, Damien Klassen and Tim Fuller, taking a dive into the current position of Australian Economy. - What will we be facing in a few years time ? - How to spot opportunities in the Australian Economy. - How can this influence your portfolio ? If you liked this episode please...