Nucleus Research and Insights

July was another strong month for the stock market. Our tactical portfolios performed well, up between 1.7% and 2.6% over the month. And August has been more of the same. We have been selling Australian stocks into the rallies, believing there will be a slow down in the next few months led by ...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss if wages will grow in 2021 - 2022 On the agenda today: A decade of stagnation World wages rebounding But structural changes are ...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss what's seemingly been the shortest commodity supercycle ever On the agenda: No more talk of a commodity supercycle Macro ...

Most of the global reporting season is over before the Australian reporting season has begun. It has been a cracking reporting season; upgrades are running as high as they ever have for US large-cap stocks:

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Financial Advisor Mark Monteiro explore reporting season, and if the profit boom can last On the agenda: Top down US Earnings Regional Earnings Sector earnings Inflation Individual ...

Has anybody else noticed how nobody is talking about a "commodity supercycle" anymore? There is a good reason for this. A commodity supercrash has begun instead.

In today’s investment webinar Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Financial Advisor Mark Monteiro sit down to discuss why you should beware the growth scare! On the agenda: This is a risk scenario, not a base ...

June was another strong month for the stock market. Our tactical portfolios performed well, up between 0.9% and 2.1% over the month. On the one hand, we timed the rotation out of value stocks and into quality stocks well; the inflation fears that were so prevalent a few weeks ago have faded as our ...

In today's investment webinar, MB Fund's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by CBA's Head of Australian Economics, Gareth Aird to discuss Australia's Remarkable Jobs Recovery. Topics covered: Australia’s unemployment rate ...

In today’s investment webinar, Nucleus Wealth’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller use the latest June property reports to investigate if you’re currently better off renting or buying Australian housing Use the Australian property calculator Topics covered: Housing ...

In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George sits down with Suraj Pabari and Ari Yeganeh of the purpose project for a career and purpose centric discussion with two recent highschool grads, Eloise & Alex. Empowering you to develop money and ...

In today's investment webinar, Nucleus Wealth's Chief Economist Leith Van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller disucss the quarterly MacroBusiness Australian property report. As we round out what has been an incomparable financial year in so many ways, our ...

We look at four key factors that constrain how high or low property prices can go. These are the four factors you can use to forecast residential real estate prices in our Australian property market calculator:

All investment managers have an investment philosophy that explains how it is they seek to make money. At first glance, this would seem an obvious enough statement. But once you factor in the efficient market hypothesis proposed by Samuelson and Fama, the investment philosophy statement becomes ...