Nucleus Research and Insights

Nucleus Wealth’s investment philosophy is that high-quality assets at reasonable prices provide the best investment outcomes for investors. Not only do studies show that these assets provide higher returns over time, but essentially, that they also provide a smoother ride there. This is because the ...

Where the market is going is often highly dependent on where it is starting from. To kick off the year, we are going around the world to look at valuations, earnings growth to see where the investment opportunities lie. In this week’s podcast, Nucleus Wealth's Chief Investment Officer Damien ...

This week, we look at the twin threats to global shipping: drought in Panama and Houthi rebels in the Red Sea. Both are disrupting shipping traffic and adding to the costs.Are we heading for another supply chain crisis? Join us in this investment podcast as Nucleus Wealth's Chief Investment ...

In this week’s podcast, Damien Klassen, Chief Investment Officer at Nucleus Wealth, and Samuel Kerr, Head of Advice, discuss the current status of the seven key long-term investment trends that we have been covering for many years. Agenda: Inequality Demographics Female participation Rising debt ...

November saw a sharp rebound in both bonds and equities. Expectations of a soft landing have become entrenched as falling inflation encourages markets to dream.

In this week's podcast, Nucleus Wealth's Chief Economist, Leith Van Onselen, and Head of Advice, Samuel Kerr, delve into the Australian property market. Will interest rates fall, and prices will continue to rise? Is the huge immigration policy going to push prices higher, or will prices stagnate ...

Australian energy prices present a paradox. Australia is one of the largest coal and liquefied natural gas exporters on the planet. However, Australia also has some of the best solar resources in the world. So why are energy prices high here while tumbling elsewhere? In this week’s podcast, Nucleus ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Head of Advice, Samuel Kerr explore the most exciting investment themes set to redefine the next few years. We're talking about groundbreaking trends that every savvy investor needs to watch: Electrification: as ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Head of Advice, Samuel Kerr take a hard look at the problems with Value investing. Value investing has had a really bad decade. Over the last 10 years, the MSCI World Value Index has returned approximately 50% ...

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 ...