Nucleus Wealth

Margins Hold, Risks Rise: Can Earnings Last? | Nucleus Investment Insights

Written by Damien Klassen | October 29, 2025

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 can hold as wage growth, refinancing costs, and capex pressures build.

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