Nucleus Research and Insights

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 ...

A side effect of Russia's invasion of Ukraine has been the jump in oil and gas prices. The result is basically a global Putin carbon tax. Albeit with the proceeds going to Russia and OPEC rather than to national governments. When you add the re-realisation of commodity supply chain instability, ...

In this investment podcast, Chief Investment Officer Damien Klassen, Economist and Author Professor Steve Keen, Leith van Onselen, the Chief Economist at Nucleus Wealth and Senior Financial Adviser Samuel Kerr explore whether the housing market has peaked in Australia. On the agenda, Interest rates ...

In this investment podcast, Chief Strategist David Llewellyn-Smith, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr take another look at the commodities price boom in the face of the Ukrainian invasion. Agenda: Latest situation Anatomy of a blow-off Effective ...

In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Chief Operating Officer Shelley George is joined by Nucleus Wealth client Philip D'Souza to help you traverse the path self-direct versus professional investment manager debate. Empowering you to develop money and investing as tools for ...

The western world has not engaged in war with Russia in a traditional sense yet, but it is waging financial war through economic sanctions and the divestment of Russian securities. Nucleus Wealth wants to reassure you that we do not hold any Russian investments across any of our portfolios. It is ...

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 ...