Nucleus Research and Insights

October saw domestic multi-asset portfolios achieve small gains with Australian equities the prime driver. International markets fell reflecting uncertainties of the US election and the deteriorating lockdown situation in Europe. Australia equities gained with the improving situation in Victoria ...

Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and in particular the contrast between a short debt cycle and a long debt cycle.

In this investment webinar, we discuss the history Australian-Chinese relations, China using this as a foundation for creeping influence into Australia, and the resulting escalation of tensions. This includes Chinese demands of Australia and recent blocks on numerous exports. We discuss the evident ...

Note: This is part 1 of our performance report looking at Australian and International direct share portfolios. Part 2 is the asset allocation performance report that will come out after the returns for comparable funds become available.

Investment markets have a host of both positive and negative factors fighting for supremacy. The real question is whether central banks and governments will engineer a continued suspension of capitalism. I was sceptical six months ago. I'm less sceptical now that capitalism will return anytime ...

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 ...