In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve on this topic.
In October, global markets continued to add to their performance, aided now by a falling Australian dollar. The Australian market finished down 1.5%.
With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates in Australia, we dive back into the investment outcomes for Australia.
After the US election, what should you be doing? In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist, David Llewellyn-Smith, discuss this topic.
ASIC recently decided to wind down bank hybrids over a number of years.
Over the last few weeks, financial markets have recently adjusted expectations to reflect a victory for Trump. However, there are a significant number of inconsistencies and risks.
In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen look at the Trump trade - what are markets doing as betting odds improve.
In September global markets continued to add to their performance so far this year, however the rising AUD offset all of the gains and then some. However, this has reversed into October. The Australian market finished up slightly.
Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and China is not riding to the rescue.
The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.