Nucleus Research and Insights

In today's investment webinar we discussed the RBA's recently unveiled plans to drop interest rates to unprecedented levels to support the Australian economy and property market, but the million dollar question is, will it work? To help determine this, Nucleus Wealth's Head of Investments Damien ...

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Principal of Iron Matrix, David Morgan discuss the future of manufacturing and energy in Australia. On the agenda today: Manufacturing revival in Australia (and other western countries), ...

We start with the fiercely contested US election, in which vote counting is currently underway, and tipped to not be fully decided for some time, due to record numbers of early votes cast, both in person and by mail, due to the coronavirus pandemic. On Tuesday, we had the Reserve Bank of Australia ...

Several weeks ago we ran an episode with the same topic, where we spoke at length about traditional sources of yield, and reached the conclusion that due to record low rates, in the future investors would need to expose themselves to risk in order to gain returns. Today we look further at the ...

Our attention turns this week to what is most Australian’s second biggest asset, Superannuation. Super means a lot things to every Australian. For some it’s a tax efficient long term savings vehicle that if managed well can provide security and reassurance that retirement will be comfortable and ...

September has historically been the worst month for the stock market, and this year was no exception with global equities producing their first monthly negative return since bottoming in March. In Australia, rising concerns about the deteriorating trade relationship with China, Victoria’s ...

I have a working theory that the September quarter earnings (Q3) coming out over the next few weeks are going to give excellent insight to the new normal.

We are proud to announce that Nucleus Wealth has again been named a finalist in the upcoming 2020 ifa Excellence Awards in the "Innovator of the Year - Company" category.

I wanted to talk about the Australian budget. I'm not seeing what the admirers are seeing. At first, I was worried that I'd missed something. But yesterday's dovish speech by Governor Lowe suggests the Reserve Bank are seeing exactly the same thing I am.

Topics covered: • prof. Keen's recent work on the appallingly bad neoclassical economics of climate change, in which he contends numerous errors have been made in calculating the economic effects of climate change. Correcting for these errors makes it feasible that the economic damages from climate ...

Your annual superannuation statement should have arrived recently, or be on its way any day now. We know that for many it can be a chore to manage your superannuation, but small changes now, can result in a big difference when you retire. Take 5 minutes to engage with your future financial ...

With Frydenberg's recent announcement of Australia's Budget, we thought it prudent to schedule a special episode of the investment webinar today, in which Nucleus Wealth's Chief Strategist David Llewellyn Smith, Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of ...

Note: This is the first instalment of our performance report looking at our Australian and International direct share portfolios which are fully invested in shares. The second instalment is the asset allocation performance report that will come out after the returns for comparable funds become ...

After 5 years of falling RBA rates and the fact that income needs are rising against falling “safe” investment returns, what can clients do? Growth was good before March this year, but what now? Is it a short term hit to growth or something more sustained and how can this be used to provide income ...

Markets move in cycles. The last 40 years have seen interest rates down from 20% to less than 1%, quietly fuelling a rise in bond returns over the same time. This has driven the return of the benchmark 60/40 portfolio (60% stocks and 40% government bonds).