Nucleus Research and Insights

June was the month that what we have been saying since the start of the year finally hit home, the ASX fell over 8%. International stock markets fell almost 5%, cushioned, for Australian investors, by the falling Australian dollar. Our equities portfolios are set for this environment and so our ...

Sydney and Melbourne houses have some of the worst valuation metrics on record. However, some of the apartment markets are looking better. With the RBA jacking mortgage costs at the fastest rate in 50 years, we take a look at the housing calculator. This calculator is designed to look at a number ...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr looked at how the underlying quant factors have moved during the year-to-date market selloff and what the implications might be for their next moves. Agenda: Quant Recap What ...

Making waves in economic circles earlier this year, Zoltan Pozsar mounted a case for commodities to take over the function of reserve currencies, and an end to Bretton Woods II. The Financial Times profiled him in "Meet Zoltan, the sellside Jules Verne", highlighting #zoltan has become a trending ...

It's that nearly time of year again: tax time! In this episode of Nucleus Wealth Empower, Chief Operating Officer Shelley George is joined by Nucleus Wealth’s Senior Financial Adviser, Samuel Kerr, to discuss if it is appropriate for you to make a contribution to your superannuation before we hit ...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Chief Strategist David Llewellyn-Smith discussed how stock/share markets continue to tumble, the bear market continues. There will also be an update as to what has changed, ...

Separately Managed Accounts – The most secure investment structure Is financial crime as old as time itself? Perhaps not quite, but from dishonest weights and measures in trade, to Alan Bond, Storm Financial, and more recently Mayfair 101 and REMI Capital, it’s pretty old, pretty common and ...

The National Energy Market failed this week, so we invited Western Australian energy expert Katharine McKenzie on to get her thoughts. Katherine runs an energy consultancy after years working for the West Australian government on energy policy, including decisions not to join the National Energy ...

Central banks worldwide, particularly in the US, have promised to tighten financial conditions.

After early weakness in May, stock markets bounced back strongly in the second half of the month. However, losses in June have erased those gains. Inflation continues to be the main issue, energy inflation emanating from Russian sanctions is key. Commodities continue to be the main story, ...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Financial Crime Intelligence, Nathan Lynch, and Senior Financial Adviser, Samuel Kerr, delved deep into the world of money laundering. Nathan Lynch explained how dark money has infected the lives of ordinary people ...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Buyers Advocate, Media Commentator and Economist, Catherine Cashmore, Chief Economist, Leith van Onselen and Senior Financial Adviser, Samuel Kerr, discussed whether a crash is in the future for Australian ...

“So just how big a problem is greenwashing?” was the headline written by Karen Maley in last week's AFR, and judging by the number of companies currently being investigated or punished by regulators, the answer is ….. huge!

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Lewellyn Smith, and Senior Financial Adviser, Samuel Kerr, looked at the impending shock to electricity prices in Australia and the implications of that. Agenda: The Preposterous Australian ...

In this investment podcast, Nucleus Wealth Senior Financial Adviser Samuel Kerr, Chief Economist Leith van Onselen, and Chief Strategist David Llewellyn-Smith gave an update on the state of the Australian economy that the new government is receiving. Agenda: Current economic conditions ...