Nucleus Research and Insights

A Managed Discretionary Account (MDA) is becoming an increasingly popular way for investors to access professional investment management while retaining direct ownership and transparency. Designed for people who want expert oversight without having to approve every trade, MDAs combine the ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores how the fallout from the conflict with Iran has unexpectedly turned Trump into a catalyst for green energy — examining how his policies, escalation decisions, and market disruptions are fuelling conditions ...

Most Australians think about petrol prices as a weekly annoyance. But what is happening beneath the surface is far more important, especially for investors.

A separately managed account (SMA) is a portfolio of individual securities managed on the client’s behalf by a professional asset management firm, such as Nucleus Wealth.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether Donald Trump can “escape” the Middle East — unpacking the economic fallout from the Iran conflict, from surging oil prices and disrupted supply chains to rising geopolitical risk, and asking whether ...

If you can ignore the plume of smoke rising from the Middle East for a moment, the fundamental backdrop for global equities is actually… great. A weak (ish) consumer and cooling inflation suggest a glide path to lower interest rates (except in Australia). At the same time, earnings are booming. ...

Artificial intelligence is often discussed in extremes. Either it will change everything tomorrow, or it is dismissed as another technology bubble. The reality sits somewhere in the middle, but the economic impact could still be enormous. For Australian investors the question is not just whether AI ...

The story for February was the surging Australian dollar running into incredible profit growth forecasts. Profit forecasts got stronger throughout the month, helping share prices higher, but for Australian investors, the rising AUD offset all of those gains. The key question in March is whether the ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a closer look at the so-called TACO trade — and whether the conflict in Iran could set the stage for a surprise turnaround. We explore what’s driving recent market moves, how geopolitics is reshaping sentiment, ...

When most people look at their superannuation or investment statements, they look for one number. But the reality of what you are paying is often buried in the fine print.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Tom Richardson from The Nightly to unpack the forces shaping the new AI-driven economy — exploring how automation, productivity gains, and capital flows are reshaping industries, and what this ...

Superannuation is an essential part of retirement planning for most Australians. It is a tax-efficient way to save for your retirement, and this article will give you seven key things to consider when transitioning from the accumulation phase to the pension phase within superannuation.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the rise of HALO companies — the resilient, pricing-power businesses proving largely “immune” to AI disruption — exploring why they continue to outperform, what protects their economics from technological ...

This page contains each chart from the latest property market update. See residential real estate for the forecasting methodology. Within all cities, a clear divergence is occurring between houses and units.