Nucleus Research and Insights

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 ...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate the question "Are we experiencing a Commodity Supercycle?" As the world is tiptoeing its way out of the coronavirus pandemic, the ...

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Australian economist, Professor Ross Garnaut to talk about his latest publication ' Reset: restoring Australia after the pandemic ...

There are plenty of inflationistas who have been forecasting an apocalypse for a dozen years. They are about to have their day in the sun. And you can bet they will be appearing in financial media to proclaim vindication.

Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Adrian Redlich, Founder and CEO of Merricks Capital give the rundown on seeking value in alternative markets. You can find Adrian at Merricks Capital On the agenda: An overview of the crisis - vaccines, recovery, ...

Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Economist Dr Cameron Murray discuss the drivers behind Australian Housing's recent upwards roar. You can find Cameron at Fresh Economic Thinking On the agenda: Strongest growth in ...

While rising inflation expectations were a minor feature in January, in February markets reflected higher inflation expectations and we expect this to continue in 2021.

Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures On the agenda: ...

January saw equity markets take a breather after a strong rally into the end of the year. Equity markets were mixed, the Dow down 2%, S&P 500 down 1% while Nasdaq powered on +1.4%. Globally, France lost 2.7%, the United Kingdom slipped 0.8%, Japan added 0.8% while here in Australia we edged ...

Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller lay out the Bull Case for Investment Markets in 2021. Global equities, as of this week, have gained around 70% since the nadir of the market falls in march — an outcome few would have predicted during a global ...

Seeking financial advice can be a daunting endeavour. With more than 80% of Australians without financial advice, and 45% of the adult population calculated to be financially illiterate, there is proof that work needs to be done to help more people get help with their personal finances. This ...

Nucleus Wealth's Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate FInancial Adviser Christopher Whaler dive into the art of financial advice On the agenda: When do you need advice? What can advice offer you? What is the process for advice? What options are there for ...