Nucleus Research and Insights

October is known as a month of heightened volatility, and this year it didn't disappoint. Returns swung from +3.5% to -3% before settling in the red at -1%. This is the third consecutive month of negative stock market returns, and while our tactical portfolios were not exempt, they all performed ...

Years after the COVID19 pandemic has subsided, excess mortality is still way higher than usual in countries all around the world. Suicides, cancer, COVID19 and heart disease are all running above average. In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, delves into ...

This is the abridged version of last week's podcast, delving into the landscape of 3rd quarter earnings:

I've spoken about the next couple of reporting seasons being crucial in working out the path for stocks. Earnings have been coming in negative for the last few quarters, but forecasts imply an earnings boom.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, delve into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst ...

In this rapid insight episode, we look at the rise of weight-loss drugs. Don't sleep on this theme, there may be some dramatic investment implications. Targeting obesity, these drugs are not just a healthcare game changer but may also have a profound economic impact on the estimated 3% of global ...

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.

One of the recent mega-trends in the healthcare space has been the evolution of a new class of weight-loss drugs that purport to be the magic pill that the pharmaceutical industry has been seeking to address the obesity epidemic. There are obvious implications for the stocks involved. And, there is ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Head of Advice, Samuel Kerr, revisited the tense relations with our largest trading partner. Prime Minister Albanese is in China this week. The Australia-China trade relationship has been fraught with tension, ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Senior Investment Analyst Radek Zeleny, and Head of Advice Samuel Kerr, delve into the fast-growing market of weight loss drugs, exploring the latest trends, breakthroughs, and market dynamics. We provide an in-depth ...

The conflict in the Middle East has caused oil prices to surge. This could lead to a cost-push inflation spiral: higher inflation --> higher wage demands --> higher inflation. Or, it could lead to demand destruction as higher fuel costs squeeze household budgets. For investors, working out ...

Correlation doesn't equal causation. But sometimes it does.

ESG investing is a complicated area with many ethical dilemmas and moral decisions to be made.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Chief Economist Leith van Onselen and Head of Advice Samuel Kerr look at the extreme levels of housing and rental unaffordability and the impacts on the economy, people and the environment. View the presentation ...

September, historically a bearish month, once again proved true to form as all indexes were in retreat once the Fed indicated that interest rates are to stay stronger for longer. While our more defensively positioned Tactical portfolios outperformed their benchmarks they couldn't cushion all the ...