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Australian Dollar: 5 Drivers | Nucleus Investment Insights

Posted on by Damien Klassen
23
Jan
The Australian dollar has been in free-fall for a number of months, but has rallied in recent days.

 

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Chief Strategist, David Llewellyn-Smith, look at the five main drivers for the Australian dollar, and discuss whether there is more downside to come, and how long consolidation might last.

Agenda: Where next for the Australian dollar?

5 drivers:
  • Terms of trade
  • Interest rate spreads
  • Global versus local growth
  • Positioning and sentiment
  • US dollar

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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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