Nucleus Research and Insights

In today's investment podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr discuss the investment fallout from the recent invasion of Ukraine by Russia. Agenda: Latest situation Risks: Financial crisis / Recession / Supply chain risks Retaliatory ...

Not every investment has an equal distribution of upside and downside. Humans, as a rule, tend to deal with asymmetric risk badly. Lotteries are a good example: a very low probability of a big gain is hard to calculate. So hard that governments regulate lotteries heavily. They understand how bad ...

In today's investment podcast, Nucleus Wealth's Chief Economist Leith Van Onselen, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr are joined by Salvatore Babones to discuss his brand new book "Australia's universities: can they reform?" Agenda: Are Australian ...

In today's investment podcast, Nucleus Wealth's Chief Economist Leith Van Onselen, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr discuss Australia's record breaking labour market and dissect the latest employment data that's hot of the presses today Topics ...

Chinese inflation indexes were weak again yesterday. Consumer price inflation has been weak for more than a year now. Yesterday merely confirmed December's downtrend.

In today's investment podcast, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if the Inventory Super-cycle is finally ending Topics on the agenda today: PMIs A typical inventory cycle Today’s inventory / ...

In today's investment webinar (LIVE 12:30pm AEDT), Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr detail if the Market Meltdown will continue Topics on the agenda today: Bull case for markets Supply chain Wage Growth China Earnings Valuation View the ...

In today's investment podcast, Nucleus Wealth's Chief Strategist David Llewellyn-Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr pull apart the Chinese property market's crash landing Agenda: After 30 years of boom, the Chinese property development market is going ...

December saw a strong performance from all of our tactical portfolios. Our Growth portfolio rose 2%, Accumulation rose 1.2% and Income rose 0.7% as bond markets recovered their losses from the prior months. Stock markets remained strong, our international fund rose 4% over the month, significantly ...

Uncertainty increasing I have some pretty clear ideas about which trends are sustainable and which ones aren't in the long term. However, the short term is far less clear. A combination of the Omicron variant and a geopolitical energy crisis in Europe have extended inflationary and supply chain ...

In today's investment podcast, Martin North of Walk The World joins Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr to discuss if Australian Property will continue to boom in 2022 On the agenda: Latest household mortgage stress data Postcode stress mapping ...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Economist Leith van Onselen and Senior Financial Advisor Sam Kerr illuminate us on why immigration is the key to Australian interest rates in 2022 On the agenda: After 11 long years of interest rate cuts, many ...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen and Senior Financial Advisor Sam Kerr cover the different ways you can invest ethically, how ethical investing really works, why you might consider it, and the investment impacts of the decision On the agenda: ...

In today's investment webinar Nucleus Wealth's Chief Economist Leith van Onselen, and Senior Financial Advisor Sam Kerr discuss the signs we're seeing of another lost decade for the Australian Economy View the presentation slides On the agenda: The Australian economy set to boom in 2022. But ...