Nucleus Research and Insights

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.

From an analytical standpoint, Australia’s housing market continues to present some of the most stretched affordability conditions in its recorded history. In reviewing the data across wages, rents, inflation dynamics, and interest-rate settings, it is clear that the primary constraints on the ...

This article is part of our “Underlying Assets” article series: A chance to step inside Nucleus Wealth and meet the people who bring our investment philosophy to life. In each piece, we share the stories, passions, and expertise that quietly underpin the work we do every day.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a closer look at Australia’s worsening housing affordability — unpacking why conditions have tightened even further, what’s driving the latest squeeze on buyers and renters, and what it all means for investors ...

For January, the Australian dollar was the key story. At an index level, Australian stocks rose 1.5%, but international stocks (largely due to the Australian dollar) fell 2.5%. Our funds were well-positioned for the change. Our core international fund bucked the trend to rise 1.9% for the month. ...

I'm going to look at some different options for superannuation strategies:

There is a lot of paranoia about AI. And we should be worried about it taking jobs too quickly, worsening inequality and mental health effects.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks how AI is rapidly devouring the software sector — examining why AI leaders are absorbing ever-larger slices of market cap, what’s driving the widening performance gap, and what this power shift means for ...

Silver surfed a massive wave, then wiped out. But it remains a long way above long-term prices. Is there a new paradigm for silver, or are we heading back to its long term real price of sub-$20?