Nucleus Investment Insights

Where the market is going is often highly dependent on where it is starting from. To kick off the year, we are going around the world to look at valuations and earnings growth to see where the investment opportunities lie. Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen, dives into this topic. Agenda: Valuations Earnings growth What worked in 202...

This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs. Are we heading for another supply chain crisis? Join us in this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen delves into this topic. ⁠⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To li...

In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, discussed where we are up to with the 7 key long-term Investment trends that we have been covering for many years. ⁠⁠⁠⁠⁠⁠⁠View the presentation slides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To listen in podcast form click  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get an obligation-free  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠portfolio recom...

In this week's podcast, Nucleus Wealth's Chief Economist, Leith Van Onselen, and Head of Advice, Samuel Kerr, delve into the Australian property market. Will interest rates fall, and prices will continue to rise? Is this huge immigration policy going to push prices higher, or will prices stagnate under the weight of higher interest rates? Join us today to find out the factors at play and t...

Australian energy prices present a paradox. Australia is one of the largest coal exporters on the planet. Australia is a top 3 LNG exporter. Australia has some of the best solar resources in the world. So why are energy prices high here while tumbling elsewhere. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, and Head of Advice Samuel Kerr dive i...

Get ready to dive into the future of investing with us this week! Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr explore the most exciting investment themes set to redefine the next few years. We're talking about groundbreaking trends that every savvy investor needs to watch: • Electrification • Obesity Drugs •...

The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged, and many investors are expecting Value to protect them – but Value has failed to do so in recent years. Will this time be any different? Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head...

Years after covid has finished, and excess mortality is still way higher than usual in countries all around the world. Suicides, cancer, COVID, heart disease are all running above average. 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 dive into what that means for life insurers a...

In this rapid insight episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, delve into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst this general downtrend, there exists a noteworthy exception – a group dubbed “The Magnificent...

Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr dive into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst this general downtrend, there exists a noteworthy exception – a group dubbed "The M...

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...