Nucleus Research and Insights

Will the Australian Dollar (AUD) continue to climb in 2021? In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss where next for the Australian dollar. On the agenda: Global and Australian ...

In the inaugural episode of our Nucleus Wealth Empower podcast, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Advice Tim Fuller to talk about all things Superannuation Empowering you to develop money and investing as tools for living your fullest life.

Over the last few months, there has been an increase in analysts calling a commodity super-cycle. I disagree. Many commodity prices are at super-cycle levels. It is the volumes that are not in a super-cycle.

This week our attention turns to global stocks post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the various sectors in the market on the search for reliable growth. With traditional defensive stocks not currently behaving defensively, the new ...

After a short-squeeze distraction in January, February saw the attention back on fundamentals: corporate earnings, economic data, and interest rates. Global equity markets closed the month with positive returns, despite end-of-month inflation concerns. The rotation to value stocks continued at the ...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate the question "Are we experiencing a Commodity Supercycle?" As the world is tiptoeing its way out of the coronavirus pandemic, the ...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Australian economist, Professor Ross Garnaut to talk about his latest publication ' Reset: restoring Australia after the pandemic ...

There are plenty of inflationistas who have been forecasting an apocalypse for a dozen years. They are about to have their day in the sun. And you can bet they will be appearing in financial media to proclaim vindication.

Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Adrian Redlich, Founder and CEO of Merricks Capital give the rundown on seeking value in alternative markets. You can find Adrian at Merricks Capital On the agenda: An overview of the crisis - vaccines, recovery, ...

Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Economist Dr Cameron Murray discuss the drivers behind Australian Housing's recent upwards roar. You can find Cameron at Fresh Economic Thinking On the agenda: Strongest growth in ...

While rising inflation expectations were a minor feature in January, in February markets reflected higher inflation expectations and we expect this to continue in 2021.

Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures On the agenda: ...

January saw equity markets take a breather after a strong rally into the end of the year. Equity markets were mixed, the Dow down 2%, S&P 500 down 1% while Nasdaq powered on +1.4%. Globally, France lost 2.7%, the United Kingdom slipped 0.8%, Japan added 0.8% while here in Australia we edged ...