Nucleus Research and Insights

What's our medium to long-term outlook on Australian banks?

April saw a bounce back in share markets after one of the worst months ever for stock markets. Our portfolios continue to be positioned for further downside and so only took a limited part in the bounce. Over the last year, our Tactical Growth fund is beating the Chant West median high growth ...

Will Coronavirus cause a debt crisis? And if so, what type of debt crisis? Ray Dalio has a number of videos and books out talking about the long term debt cycle vs the short term debt cycle. In this episode we have a look at the question of whether this will end another short term debt cycle or if ...

Trump’s appalling mismanagement of the virus means blame must be deflected to China if his polling falls. Speaking at a White House event recently, Trump told reporters China may or may not keep the trade deal. We cover what that could mean for global markets, and it's impact on Australia's ...

It was the absolute whipping boy of the crisis. Now it’s the superstar of the markets rebound. Is the AUD now a safe haven of the Coronavirus crisis? On the agenda, we discuss the rebound and and the drivers of AUD to investigate further. Join Nucleus Wealth's Head of Investments Damien Klassen, ...

Chant West finally released its returns for superannuation funds for last month. Our growth fund smashed the median fund by 9.4% in March, courtesy of our aggressive move out of shares at the end of January. Our other funds also considerably outperformed their benchmarks.

One of our most frequent investor questions is around our government bond holdings and the unique risks that low-interest rates present.

Australian Property has caught Coronavirus: The strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction clearance rates and buyer sentiment have collapsed, unemployment is surging, and mortgage availability is tightening. All of which points ...

There is sometimes confusion about the returns available on property in a self-managed super fund (SMSF) – especially as the mathematics starts to get confusing with relative rates of return, real vs nominal and opportunity cost vs risk, before tax and after tax returns. If you'd like to see how an ...

What's our view of Long and Short investing during the Coronavirus Pandemic? In today's webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, Head of Operations Tim Fuller and Chief Investment Officer of Paragon Funds, John Deniz, to address this ...

A lot of people think a model and a forecast are the same thing. They aren't. They are very different and knowing when you can forecast, and when you can only model is a critical investing skill. Coronavirus forecasting is a testament to the difference - many elements can be modelled, very few can ...

Is it time to re-enter the world stock market? In today's webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith and Head of Operations Tim Fuller investigate Topics on the agenda include a summary of the current issues facing worldwide economies and ...

March was one of the worst months ever for stock markets. As discussed in our January and February reports, our portfolios were positioned for this outcome. Given we can only hold blue-chip liquid assets with no shorting or derivatives, our performance was as good as we could have hoped: Our ...

Nucleus Wealth's Head of Investments Damien Klassen was recently featured on ausbiz TV with the inside word on the controversy surrounding many Superannuation funds not writing down their significant balances of unlisted assets, and the prisoners dilemma it causes to super investors. This is an ...

Will Coronavirus collapse the Australian Property market? Martin North of Digital Finance Analytics joins the podcast to discuss what his mortgage stress consumer surveys are showing.