Getting your investment ownership structure wrong can be a costly mistake. One of the very first and most important steps in investing is to choose what type of ownership structure you are going to use.
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines the political storm hitting the healthcare sector — how comments and policy risks from Trump and RFK Jr. are weighing on valuations, whether today’s beaten-down prices could present a long-term buying ...
I spend a lot of time asking one simple question: Can earnings keep doing the heavy lifting? Valuations are stretched at the top end of the market, and the AI investment cycle is still in full flight. Yet, for all the worry, the income statement remains surprisingly resilient.
Is the gold boom turning to a bust, or is this only the first phase of a much bigger cycle? The bull case depends on why you own gold and how you choose to hold it. The “what” and “how” matter as much as the “whether.”
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores why corporate earnings have remained surprisingly resilient — from pricing power and higher-margin business models to cost discipline and selective AI-driven productivity — and tests how long those supports ...
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether the gold boom is starting to lose its shine — exploring what’s behind the recent cracks in the rally, and whether investors should be taking profits or buying the dip. Download the Presentation ...
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines why Australia’s stock market looks expensive compared to global peers — and whether the nation’s limited exposure to high-growth tech and AI could see it left behind once again. Download the presentation ...
The gold boom has many investors asking for more precise ways to get exposure. Today we’re adding a Mid-Cap Gold tilt to our Direct Indexes—so you can target the part of the gold market that sits between physical bullion and the mega miners.
Earlier this year, we were proud to be recognised at the WeMoney Superannuation Awards 2025, winning Best for Portfolio Customisation. That recognition meant a lot to us — because it's proof that treating every member like an individual investor truly matters.
The 12 months ending 30 September were volatile. But, after all was said and done, our international fund finished up 25%, our Australian fund finished up over 10%. Our tactical growth finished up over 14%. All of our funds look attractive relative to their benchmarks, especially as they were all ...
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the crushing weight of Australia’s housing market — why affordability is being flattened under rising prices, what’s driving the squeeze, and what comes next for buyers, renters, and investors. Click here to ...
The global stock market looks stretched at first glance—but the story is more nuanced once you dig beneath the surface. The perception of lofty valuations is being driven almost entirely by the very largest companies, while much of the rest of the market is priced closer to historical norms.
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks today’s stretched market valuations—why they’re really concentrated in just a handful of the largest stocks, why small and mid-sized companies may actually be trading below average, and how investors should ...
The explosion of artificial intelligence has triggered one of the largest capital expenditure booms in history. Trillions of dollars are being poured into building and upgrading data centres, which now sit at the heart of the global economy. Understanding their underlying economics—cost structures, ...
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks the economics behind the data centre capex boom—where the money is coming from, where it’s going, and what kind of returns investors can expect. Click here to subscribe to our YouTube channel to be notified ...
