Nucleus Research and Insights

Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After Wood Mackenzie's report last week, headlines like this appeared: "Almost unattainable" gap between green energy copper demand and mining supply. The last time I wrote about my copper scepticism, ...

In tightening cycles, central banks typically raise rates until something breaks. We have had a few candidates in recent weeks, Credit Suisse, Argentina and most surprisingly the entire UK pension market.

Markets have greeted the appointment of Xi for another 5 years, (and probably for life) with dismay. Chinese housing data continues to look dire in the latest release post Xi's appointment. Messaging from the conference shows no signs of reversing on clamping down on too much property debt, which ...

The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages in Australia, Japan and Canada are at odds with many other countries around the world. At the upper end, US wages are showing signs of moderating. Where to from here? Will US wages stay high or fall back to ...

US inflation came in hot overnight. It is worth noting that while there are some positive signs for goods, services inflation is getting worse. See the tables below:

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr discussed the ongoing energy crisis in Australia. Agenda: The Great Energy Heist A potted history of Australian energy cartels ...

Stock markets were smashed in September. The US market fell over 9%, but closer to -3% in local terms once the plummeting Australian dollar was included. The Australian stock market fell over 6%. Bond markets fell as well. Our portfolios fared much better than the indexes but finished down ...

In "tightening cycles", central banks usually raise rates until something breaks. The question is, which imbalance will it be this time? In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel ...

Independent central banks are largely ubiquitous in developed markets. But, as recent events have shown, there are lots of downsides to go with the benefits. In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Operating Officer, Shelley George, Chief ...

In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr, discussed the global supply chain issues. Agenda: Supply Chain Manufacturing Shipping Inventories Containers Cars Energy View the presentation slides Click here to ...

In this episode of Nucleus Wealth Empower, join Shelley George, Nucleus Wealth's Chief Operating Officer and guest, Louise Bedford, founder of tradinggame.com.au to find out how your views about money are formed and how they can impact your life. Learn specific techniques to lead you towards ...

August was a tale of two halves. Global markets rallied for the first half of the month, and then gave it all back. Finishing down 4% in US dollar terms and down 2.5% in Australian dollars by the end of the month. September has been following a similar pattern. While our Australian portfolio ...

There are a LOT of investment opportunities in the world of share markets but directly proportional to it are the risks. With little to no knowledge on hand, many opportunities just come and go. We know this, and that’s why we, at Nucleus wealth, want you to get a fair assessment of the situation ...

Personal financial advice is expensive. This is no secret. As with any important purchase, you should know how financial advice works. We offer limited personal financial advice at Nucleus Wealth but we don't charge for advice. This means that the scope of the advice is limited to investment advice ...

Agitated about gas prices, worried about inflation and is the cost of living getting to you? Let us, here at Nucleus Wealth, take one off of your plate as we analyze the Australian Property Market situation to give you a heads-up. In this investment podcast, Nucleus Wealth Chief Investment Officer, ...