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Webinars

Metals Mania | Nucleus Investment Insights

Posted on by Damien Klassen
30
May
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals.

 

We have lots of questions about the sustainability of the current metals rally.

But is it self-fulfilling? What if everyone expects inflation and so buys metals and so pushes up prices to create the inflation?

 
 

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Damien Klassen

Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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