Smart strategies to safeguard income when interest rates dip International shares have a poor reputation for tax effectiveness. That doesn't match the reality. Yes, international share dividends are not as good as franked dividends. But they are much better than unfranked dividends or interest from ...

Nucleus Wealth is excited to invite you to the IMAP Direct Indexing Conference. This will be an invaluable session for anyone using ETFs who wants more customisation and control over their investments. Direct indexing has been around in the US for over a decade but is just emerging in Australia. Be ...

Last week we looked at the macroeconomic and investment impacts of a second Trump presidency. This week we look at the other alternatives: Another Biden win A different republican nominee (presumably because Trump was found guilty in a criminal trial) A different democrat nominee (presumably ...

Here are the details from Praemium's fee change. Because of these changes, Nucleus is transitioning sub $200,000 clients to other platforms.

While there are still a range of court cases outstanding, Trump is leading most polls for the next president. In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the legal issues and the potential outcomes, the ...

Interest rates are higher than they have been for years and income investors are reveling in the higher yields. But, inflation is crashing around globally and interest rates are likely to follow. How do you protect your portfolios from falling interest rates? In this week’s podcast, Nucleus ...

January saw another big rise in international stocks. Expectations of a soft landing have become entrenched as falling inflation encourages markets to dream big. The broader (~1,500 stock) MSCI index rose 4.5% over the month, up 24.7% over the year. The more concentrated S&P Global 100 was up ...

The reporting season so far has been highlighted by a few stocks surprising on the upside and rallying significantly. If you take the broader stock market increase to indicate approval, it looks a little strange. Earnings forecast growth for 2024 has almost halved while stocks have rallied. In this ...

Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation going to stop at 2-3%, or will there be an undershoot? In this week’s podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist David Llewellyn-Smith gave insight on ...

December saw equities take off into a Santa rally, although the rising Australian dollar tempered international stocks for Australian investors. Expectations of a soft landing have become entrenched as falling inflation encourages markets to dream.