Nucleus Investment Insights

In this rapid insight episode, we look at the rise of weight-loss drugs. Don’t sleep on this theme, there may be some dramatic investment implications. Targeting obesity, these drugs are not just a healthcare game changer but may also have a profound economic impact on the estimated 3% of global GDP that obesity costs. Leading this transformation are companies like Novo Nordisk and Eli Lilly, whic...

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr revisit the tense relations with our largest trading partner. Prime Minister Albanese is in China this week. The Australia-China trade relationship has been fraught with tension, stemming from a complex interplay of geopolitical rivalry, human rights concerns, and secur...

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Investment Analyst Radek Zeleny, and Head of Advice Samuel Kerr dive deep into the fast-growing market of weight loss drugs, exploring the latest trends, breakthroughs, and market dynamics. We provide an in-depth analysis of the top players in the industry, including established pharmaceutica...

In this rapid insight episode, we explore the impacts of surging oil prices on inflation, amidst the backdrop of the Middle East conflict and its complex geopolitical dynamics. The conflict, acting as a proxy war involving various global powers, has led to a rise in oil prices. From here, it can go two ways: a cost-push inflation spiral or demand destruction due to squeezed household budgets. We a...

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen, and Head of Advice, Samuel Kerr look at the extreme levels of housing and rental affordability. The question for all investors is when and how these levels will affect the rest of the Australian economy. ⁠View the presentation slides⁠⁠⁠ To listen in podcast form cl...

There has been a surge in the oil price following another outbreak of fighting in the Middle East. The question is, what does the rising oil price do to inflation? In the very short term, the answer is obvious: inflation will be higher. But most central banks exclude oil from the inflation series that they look at. But then, the path can head in two very different directions. Another round of oil-...

There has been a lot of inflation in food at the supermarket, but very little for the farmers. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr dive into this topic. Agenda: Food inflation Investment landscape Margin growth Stocks Investment outlook View the presentation slides⁠ To listen in podcast form click  ⁠h...

Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr dive into this topic. View the presentation slides To listen in podcast form click  here Get an obligation-fr...

In this podcast episode, with help from Patrick Gray of Risky Business, we delve into the rising concerns surrounding cyberattacks on high-profile companies, including Medibank, Optus, Latitude, and Canva. These incidents occurred before hackers gained access to advanced AI tools and cryptocurrencies, making detection more challenging. While share prices tend to recover after cyberattacks, sometim...

There has been a wave of data breaches over the last few years. Medibank, Optus, Latitude and even tech darling Canva have been exposed. For the stocks involved, the effects can be dramatic. With the release of OpenAI and a number of other Artificial Intelligence tools, it seems the scammers are only going to get better. Where are the vulnerabilities, and what does the future look like? Which sect...

If you are worried about a downturn in markets, one place to look for safety is in sectors that have already fallen. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr look through last year's darlings who have seen shipping rates crater - the logistics companies. After riding on the highs in 2021 and 2022, ship...

Join us for a thoughtful conversation on retirement planning that could transform your quality of life. In this episode, Nucleus Wealth Chief Operating Officer Shelley George sits down with guest Natallia Smith, the director and principal financial adviser at Tru Wealth Advice, to discuss expert insights on how to approach this critical topic and navigate life's choices, particularly for succe...

Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr welcome Martin North back to the podcast and dive into the latest data from his household stress survey. The key things I want to find out: The overall household variation. We know that the average household is hurting a little, but it isn't dire. I want to find...

Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, dive into the world of income and yields. With interest rates 4-5% higher around the world, what are your options and what can you expect to get on the various types of income investments. Agenda: Sources of yield Asset by asset run through Overview View the presen...

This week we delve into the world's largest asset class. Alarming economic data has sparked investor jitters, but imbalances have existed for a decade or more. Over the past 15 years, China's construction frenzy has reached historic proportions. The trigger point is elusive, akin to predicting an avalanche. Conditions are ripe for a seismic shift, this week we ask the big question: Why now...

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Julian Campbell-Wood of Global REITS - Resolution Capital run through the following topics: Office: The dangers of contagion in US commercial property and what the future of work holds. Retail: Macro data (weak) vs micro data (OK). Industrial: The Yellow inso...

Join us as Nucleus Wealth Chief Operating Officer, Shelley George, and Senior Financial Adviser, Samuel Kerr, dissect the changes to superannuation in FY24 and how you can leverage them to enhance your personal financial landscape. From potential advantages to important considerations that could impact you, this episode has got you covered. Empowering you to develop money and investing as tools fo...

Are we heading into a classic central bank-created bust, following a boom fuelled by low interest rates? So far this has been primarily about asset prices. Is it really a recession if unemployment remains low? Minsky’s hedge, speculative and Ponzi categories are playing out as businesses/investments that can’t generate enough to cover their interest payments are heading to bankruptcy. The most obv...

This week we look at how to profit from a falling iron ore price. The market has been obsessed with the prospect of Chinese stimulus. Finally, belatedly, the realisation is emerging that the stimulus is not coming. Further, it looks as though the entire development sector is now effectively publicly owned. Utilities, designed to finish the prepaid housing, offered enough debt roll-overs to do so....

Globally producer price indexes have turned down quite decisively. China is trying to deal with deflation. There are two main explanations, with diametrically diverging investment outcomes. Under the first scenario, producer price inflation is a leading indicator for consumer price inflation. Falls in the producer price indexes will inevitably flow through to inflation indexes. Sell stocks, buy bo...

In this episode, we confront the prevailing fixation on GDP as a sole indicator of prosperity. The recent government announcement of a supplementary statistic to incorporate additional measurements of wellbeing gave hope for a more comprehensive approach, but upon closer examination, it falls short of expectations. Join us as Nucleus Wealth Chief Operating Officer, Shelley George and Chief Economi...

Over the past few months the market has had a bifurcated view. Q2 earnings are expected to be bad, down almost 10%. But, by Q4, analysts have almost 10% earnings growth factored in. So, we are approaching a critical juncture. Q4 starts in a little over 2 months time. If those forecasts are as optimistic as they seem, this reporting season should see some reasonably large downgrades. Join us in thi...

Steve Keen made a name for himself challenging conventional economic wisdom. In particular, Steve has a focus on how money creation works in the real world, which is very different from how it worked in conventional economic models. For this reason, given the recent banking issues in the US and the dramatic slowdown in credit creation that we are seeing around the world, we thought we should check...

The Australian investment landscape is dominated by oligopolies. Many of these oligopolies are large donors to both sides of politics and seem to get an easy run when it comes to tax and regulation. Michael West runs a website that focuses on independent journalism. Part of what he does is hold companies accountable over unpaid tax, poor corporate practices and government/regulatory concerns. Ther...

In his book, The Ulysses Contract, Michael Kemp explores some of the innate behaviors, biases and challenges humans face as investors. And what you can do about them. He sits down to explore these and other things with Nucleus Wealth Chief Operating Officer, Shelley George, in this episode of Nucleus Wealth Empower. Empowering you to develop money and investing as tools for living your fullest lif...