Nucleus Research and Insights

In elite sport, performance is never accidental.

At Nucleus Wealth, we believe your investments should reflect your values. Through our expertly managed accounts, you have the power to apply custom screens and tilts to your portfolio. Whether you want to exclude fossil fuels or increase your exposure to nuclear power, you're in the driver's seat. ...

The ongoing conflicts in Ukraine and the Middle East are doing more than reshaping geopolitics—they are forcing nations to rapidly accelerate their move away from fossil fuels in the name of energy security.

In this week’s podcast, we're unpacking what some are calling “Trump’s carbon tax” — exploring how Donald Trump’s escalation with Iran is driving oil prices higher, why those energy shocks act like an implicit tax on consumers and businesses, and what this tightening energy backdrop means for ...

The story for March was crashing asset prices as markets scrambled to reprice the Iran war. The key question is whether the profit growth (18% forecast for each of the next two years) will stay incredible or if it will become non-credible in the face of rising energy costs. We still have cash, but ...

Should you invest now or wait for stock markets to settle? This is the number one question on every investor’s lips. The answer:

First COVID. Then the Ukraine war. Then tariffs. Now the Iranian war. Plus massive government deficits in many countries. At some point, the concern is that inflationary expectations are going to be permanently embedded into consumers' and workers' psyches. At that point central banks might need to ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at what a U.S.–Iran ceasefire really means for markets — even if tensions remain unresolved. We explore how a fragile pause in the conflict could affect oil prices, inflation expectations, safe-haven flows, and ...

A self-managed super fund (SMSF) is a type of super fund that gives you great control over the management of your retirement savings. As with all super funds though, there are significant rules and regulations around what you are allowed to do within it. But once you meet these, you get a great ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at why inflation is becoming an increasingly inevitable part of the outlook — breaking down how rising prices can erode portfolios, where the pressure is likely to hit first, and the practical steps investors ...

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 ...