Nucleus Research and Insights

The Q1 2021 reporting season is in full swing in the US, Europe and Japan and profits are booming.

Today we turn our eye back to Australian property as low interest rates has fuelled a marked surge in demand as the economy rebuilds post pandemic. What has emerged however, is a two speed house price boom. With a superb run up in prices of suburban houses, as space and isolation are sought, prices ...

In today’s investment webinar, Nucleus Wealth’s Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by property buyers advocate Catherine Cashmore to get an on the ground look at Australia’s housing boom. After a tumultuous 2020, that saw ...

In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Investments Damien Klassen to unpack our monthly investment performance reports Empowering you to develop money and investing as tools for living your fullest life. Links: View the ...

The stock market tends to be driven by narrative. For much of last year, the narrative was that bad news was good news. Bad economic news meant bond yields fell and inflation expectations cratered. However, it also meant more central bank intervention. Growth stocks boomed. In a time of no growth, ...

With vaccine clotting issues causing delays to rollout worldwide, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, senior analyst Radek Zeleny, Head of Advice Tim Fuller the investment team investigate if this be catalyst for a stock market stumble ...

March was a month for value stocks to shine. Global markets boomed, up 5% and Australian markets rose 2.4%. We had positioned our portfolios for a rise in bond yields and a rotation to value stocks and so our portfolios outperformed benchmarks. Our asset allocation portfolios all rose as well, our ...

You may have wondered before, what are the fundamentals of house pricing? In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Investments Damien Klassen and Client Liason Specialist Aileen Chong to explore the fundamentals of house ...

Will the Australian Dollar (AUD) continue to climb in 2021? In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss where next for the Australian dollar. On the agenda: Global and Australian ...

In the inaugural episode of our Nucleus Wealth Empower podcast, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Advice Tim Fuller to talk about all things Superannuation Empowering you to develop money and investing as tools for living your fullest life.

Over the last few months, there has been an increase in analysts calling a commodity super-cycle. I disagree. Many commodity prices are at super-cycle levels. It is the volumes that are not in a super-cycle.

This week our attention turns to global stocks post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the various sectors in the market on the search for reliable growth. With traditional defensive stocks not currently behaving defensively, the new ...

After a short-squeeze distraction in January, February saw the attention back on fundamentals: corporate earnings, economic data, and interest rates. Global equity markets closed the month with positive returns, despite end-of-month inflation concerns. The rotation to value stocks continued at the ...