Nucleus Research and Insights

This article is part of our “Underlying Assets” article series: A chance to step inside Nucleus Wealth and meet the people who bring our investment philosophy to life. In each piece, we share the stories, passions, and expertise that quietly underpin the work we do every day. You don’t need a ...

Most Millennials are asking the wrong question Millennials have spent much of the past decade navigating housing affordability, rising interest rates, higher living costs and shifting tax policy. Labor’s latest reforms add another layer of uncertainty, particularly around capital gains.

Everyone is talking about tax. Gen Z should be talking about time. Whenever governments announce tax reforms, the debate quickly shifts to winners and losers. Who gets a tax cut? Who pays more? Which strategies stop working?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Leith van Onselen of MacroBusiness to examine why Australia’s inflation problem may be far from over — looking beyond the headline numbers to uncover the pressures still building beneath the surface. We ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores the next wave of automation — examining the companies at the forefront of robotics, why China is rapidly scaling physical robots while the U.S. focuses on AI, and whether robotics could become one of the ...

Every week, investors ask some version of the same question: Are we in a bubble? It's a reasonable question. Stock markets have been at elevated valuations. Geopolitical tension is real. Interest rates remain high by recent historical standards. There's plenty to feel nervous about. But that ...

In this week’s podcast, we're diving into the latest company earnings season — separating the winners from the losers, identifying the key themes emerging across sectors, and examining what the results reveal about the health of the economy, corporate profitability, and the outlook for investors.

In May, global stock markets continued to march higher. The key question remains whether US profit growth (~20% forecast for each of the next two years) will remain incredible or become non-credible in the face of rising energy costs. Rising inflation and interest rates are a key concern.

SpaceX is undeniably rewriting the rules of the aerospace industry. With talk of a looming float and valuations stretching to a staggering $1.5 to $1.75 trillion, the company has captured the market's imagination. But a critical question remains: how much of this valuation is built on solid ...

The Australian Federal Budget has ignited a fierce debate around tax reform, with the spotlight firmly fixed on changes to negative gearing and the capital gains tax.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Dr. Andrew Barton to examine whether SpaceX can continue to defy both gravity and valuation. We unpack the implications of the recent SpaceX IPO, what investors are really paying for in the world’s most ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Samuel Kerr to walk through your EOFY 2026 Tax Strategy Guide. We break down the key deadlines, smart deductions, contribution tactics, and portfolio adjustments that can help investors optimise their ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a hard look at Australia’s shrinking fuel buffers — asking when do the pumps run dry? We break down the state of Australia’s oil reserves, the vulnerabilities in its supply chain, and what declining energy ...

The Australian tax landscape has just experienced its most volatile structural rupture in over two decades. It is worth revisiting the golden rules of tax-efficient investing.

The first question: Why do you want more money in your super? You can save on income tax now. Your superannuation is taxed at 15%for contributions up to a limit. There are also various government incentives. Earnings on investment returns are tax-free in retirement. And prior to retirement, you can ...