Nucleus Research and Insights

The Melbourne Institute’s headline and trimmed mean inflation gauge continue to lose steam.

More from the RBA's new deputy, Andrew Hauser:

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals. We have lots of questions about the sustainability of the current metals ...

Last year, I was wrong about NVIDIA. NVIDIA, in many ways, got "lucky" with crytpo revenue in the early 2020s. NVIDIA happened to have a chip that was efficient at mining, and revenue boomed, then busted. I think that coloured my view on the artificial intelligence market. However, NVIDIA has ...

This week, we are jumping on to some practical finance questions for Australians. Should you pay off your mortgage faster, or should you contribute more to super? The answer (as always!) is: It depends. But we will give you the factors you need to consider in deciding for yourself. Then, one for ...

Quick heads up for investors: the US and Canada are changing to T+1 next week. Some doomsayers are calling for widespread disruption. It is worth considering whether this is a Y2K event or something more sinister.

The stock market is convinced, maybe rightly, that the US central bank will bail them out if anything goes wrong. In April, the concern was that if inflation got out of hand then the central bank support might be limited. This was enough to see a tumble in stock markets. But in a big-picture sense, ...

US inflation will come this week, and there are forces acting in multiple directions. Rents look weak, and manufacturing points to more price falls. But elsewhere, particularly in wages, the inflation hawks argue there is still dander. Oil has oscillated between being a help and a hindrance to ...

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delves into a comprehensive exploration of the semiconductor sector. Covering the impact of AI on semiconductor technology, China’s influence on low-end chips, insights from the latest reporting season, the ...

In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Strategist David Llewellyn-Smith discussed the following: Why is Aussie inflation sticky? Will the RBA pivot back to hikes? Investment implications View the presentation slides Click here to subscribe to our ...

Uncertainty is nothing new when it comes to investing. In fact, the world. and life in general, are inherently uncertain. I want to explore some concepts and give some practical ways to overcome this in the investment context, particularly in regards to investing in growth assets, such as the ...

Are you waiting on the sidelines for the right moment to invest if markets head south? If your answer is yes, are you actually ready? You might think you are but there are things that you can do to make sure that if the opportunity arises you are truly ready and are not wasting days with things ...

This is the remastered version of our podcast. Our episodes will continue to be recorded live, but we are committed to delivering high-quality audio that is optimized for your enjoyment. By optimizing the audio, removing any technical glitches, and refining the content, we provide a polished ...

In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, dissects the war, its effect on the oil price, and the oil price's effect on inflation. Agenda: Portfolio changes Oil & Geopolitical issues Cost push inflation Demand destruction Bonds View the presentation slides ...

Hold onto your seats, folks! Instead of our usual live podcast, we’re rolling out a jaw-dropping replay of ‘Revolutionary Investment Opportunities’! Dive into this episode and unlock the secrets to game-changing investments that could reshape your financial landscape! Don’t miss this golden ...