Nucleus Research and Insights

Stock markets started to slide in April and have accelerated to the downside in the early days of May. Commodities continue to be the main story, tremendously volatile. Over the last 12 months, iron ore more than halved, then added 50% and is now falling. Oil and gas have been similarly volatile. ...

In this episode of Nucleus Wealth Empower, Chief Operating Officer Shelley George is joined by our Chief Investment Officer, Damien Klassen, to discuss the recent increase in interest rates from the RBA and whether Boomers had it worse in the 1980s at 17% interest than Millennials now at 0.35%. ...

I have a working theory that overall betting odds on elections are affected by what people wish would happen as much as what people think will happen. However, my theory is individual seat odds are less likely to be affected by the casual gambler and the betting odds are likely to be dominated by ...

In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Chief Operating Officer Shelley George is joined by Nucleus Wealth's Senior Financial Adviser, Sam Kerr, to discuss when you should and shouldn't consider using the superannuation downsizer contribution. Empowering you to develop money and ...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr, will do a round-up of Q1 company reporting season to date and have a look at the interaction between inflation and company profits. Agenda: Will the earnings boom continue ...

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds. Agenda: Movements in bond yields Global tightening, fiscal ...

In this investment podcast, Chief Investment Officer, Damien Klassen, is joined by Nigel Morris, Head of Business Development at Solar Analytics and Renew Economy, and Sam Kerr, Senior Financial Adviser, to discuss the state of renewable energy supply chains in the face of the Russian invasion of ...

In this investment podcast, the Nucleus Wealth team will explore the economic context with which we enter the 2022 Federal Australian election and the likely investment implications should one of the major parties secure an outright majority and be able to implement their policies. Agenda: A ...

The global economy is in a delicate state. Nearly every major economy is facing some sort of headwind. There are several signs that a global recession may be on the horizon. In this post, we’ll look at six of those signs. So far, all of these indicators have been pointing towards a slowdown in ...

There has been a lot of talk lately about electric vehicles and their impact on the electricity grid. Some say we can't transition to renewable energy because electric cars will swamp the grid with demand. GMO's Grantham was the latest of a long line who are concerned:

In this investment podcast, Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr explore whether rising rates will crush house prices. On the agenda: How to value property Property macroeconomics Effect of rising interest rates Buying vs renting and Property vs shares ...

Stock markets have rallied hard off their Ukraine war lows - is this the start of a new bull market or is it the chance to sell into a rally? In this investment podcast, Chief Investment Officer Damien Klassen, Chief Strategist David Llewelly-Smith and Senior Financial Adviser Samuel Kerr discuss ...

Recently described by CNBC as “the hot new investing strategy”, Vanguard, Blackrock and Morgan Stanley have all recently acquired direct indexing companies to bolster their investment offerings to clients. Nucleus Wealth is proud to announce directindexing.com.au - Australia’s first direct indexing ...