Getting your investment ownership structure wrong can be a costly mistake. One of the very first and most important steps in investing is to choose what type of ownership structure you are going to use.
There are no great surprises in this year's budget for Australia, with the treasurer Jim Chalmers claiming it is a solid and sensible budget. That is probably a good thing, considering the backdrop of inflation, rising interest rates and high energy prices for most of the country. The budget ...
Will the switch to renewables be torpedoed by a lack of materials? Are we going to run out of copper? In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr looked at some of the major commodity materials, which ones are ...
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 ...