Nucleus Research and Insights

“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 ...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr, and Chief Strategist David Llewellyn-Smith discussed whether markets are correctly pricing in a large stimulus package from China and what the consequences will be if it is not ...

Bonds have just been through one of the worst four-month periods ever, down around 10%. In our income and accumulation portfolios we held a "market-weight" position throughout, which has been a big drag on performance. Clearly, we should have been underweight.

At the end of the day, it always boils down to what your goals are, your time horizons and what your intentions are for your money. Are you investing to fund your retirement? Or are you investing for something else? This will ultimately give you your answer.

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Strategist, David Llewellyn-Smith discuss the recent fall in equity values back to more normal values. Agenda: Markets are no longer expensive… Is it time to buy? ...

I have a confession. I don't know much about the inner workings of combustion engines. Starting combustion engines, I know a lot about. Almost half a century of lawnmowers will do that for you. And being a cash-strapped student in the late 80s and early 90s. I know how to prime an engine. Use a ...

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 ...