In this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at deepening problems in long bond yields and what they mean for valuations in the stock market.
In this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at the difference between GDP and company profits, discussing when you can get divergences and how investors should think about returns.
In this week podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and distressed debt manager Jonathan Rochford run through the problems facing Australia and it's tumble down the productivity tables.
In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, looked at a number of concerns that investors have about market concentration. The two big ones: (1) With almost 40% of the US market in the hands of just 10 stocks (2) at the same time the amount of money in passive ...
In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen explored where income investors should look as Australian interest rates appear set to fall.
US inflation is still pretty contained. There are lots of areas of concern, but the overall numbers look good given the environment.
Independent performance tables to 30 June are in, and the AFR has listed the best‑performing large super funds. Our flagship Nucleus Growth fund finished near the very top with a 12.1 % return for FY‑25¹.
China says its economy is growing at 5.2%, but falling prices and sluggish demand tell a very different story. Some are now calling it a “golden depression”—recession hidden by stimulus.
Bloomberg is out this week talking about the "once-in-a-generation trade" in the copper market: The Aug. 1 deadline for Trump's 50% copper tariffs signals the endgame for the most profitable trade that industry veterans say they have ever seen...
Tesla has finally, sort of, launched driverless cars. Waymo is doing 250,000 trips per week.