Nucleus Research and Insights

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).

Nucleus Wealth’s Head of Investments Damien Klassen was featured in a webinar posted earlier this week with Martin North of Digital Finance Analytics that appeared on the DFA YouTube channel, in a presentation covering Nucleus Wealth's views on much lower mortgage rates ahead, and the implications ...

Our attention turns locally this week, as the country begins take stock of the coronavirus impacts and look to the future for drivers of Australia’s favourite asset class, property. As news breaks that lending standards are being relaxed and the Reserve Bank of Australia continues to pump freshly ...

Before COVID-19 hit, Nucleus Wealth launched a property calculator to help investors or potential homeowners determine the returns on Australian property. The idea I wanted to illustrate is that house prices are very sensitive to interest rates. So, with interest rates so low, property was going to ...

Nobel prize winner Harry Markowitz gets the credit for coining the phrase that "diversification is the only free lunch in finance". Add the insight that stock markets are at least semi-efficient, and a multi-trillion dollar exchange-traded fund (ETF) industry was born.

The 2008 financial crisis was, at least in part, due to a fundamental flaw in the pricing of Credit Default Swaps on housing lending. Analysts who justify the current rise in markets on falling interest rates are making a similar error.

August saw the market continue the recovery as investors cheered positive news of a potential COVID-19 treatment and welcomed a month-long succession of upbeat economic data. The month’s recovery was underpinned by a series of better than expected economic reports, including an increase in ...

This week we look to the upcoming US election as the country grapples with the coronavirus, civil unrest and a toppling stock market. Can Trump pull off another shock win and buoy markets with more of his trade mark tax cuts and incongruous twitter activity, or will old man Biden clinch the win for ...

Nucleus Wealth and Arrow Financial Advice today announced a partnership through which Arrow will use Nucleus Wealth’s white label digital advice platform, Nucleus Wealth Fusion, to cost-effectively service the low balance market, and build relationships with clients from the very beginning of their ...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Head of Operations Tim Fuller and Paragon Funds' CIO John Deniz turn their attention to if Gold is the anti-dollar. On the agenda, the correlation between USD & Gold, ...

The digital games and interactive media sector is probably much larger than you think and still growing. To put it into perspective, one of the highest rating movies ever, Avengers: Endgame, grossed US$858m during its opening weekend. Grand Theft Auto V's release, earned US$1b in just over three ...

Is the Gammaquake over or just beginning? What actually is gamma and why should you care. Join us today to discuss recent market movements and what they mean for investment portfolios In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn ...

Over a year ago I made some comment on breaking news that the wealth arm, Dixon Advisory within listed wealth giant Evans Dixon had been publicly called to task on recommendations for clients to invest in several of their in-house investment products that had performed poorly. One particularly ...

Markets took a tumble last night, is this the start of the end? It could well be. Markets certainly looked like they were in the final stages of a blow-off top over the last week or two with fewer and fewer stocks driving the gains and technical issues in options markets driving stocks higher. ...