Nucleus Research and Insights

Tesla has finally, sort of, launched driverless cars. Waymo is doing 250,000 trips per week.

The financial year end 30 June was volatile. But, after all was said and done, our international fund finished up over 18%, our Australian fund finished up over 15%. Our tactical growth finished up over 12%. All of our funds look attractive relative to their benchmarks, especially as they were all ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked through what worked in 2025, what didn't and where we are opening 2026.

The biggest narrative in world markets surrounds the US. On one hand, the US economy has been growing strongly, is resilient and has seen significant productivity growth.

Where to now for investors? A big backdown on tariffs earlier this month saw markets roaring back to be higher than before the tariff announcement. Probably just as importantly, the new fiscal package is far more stimulatory than advertised. It is working its way through the political system.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, discussed the Reserve Bank of Australia’s interest rate cut and explore its impact on residential housing and the broader economy.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and special guest economist Cameron Murray unpacked the downsides of superannuation as a pension supplement—and explore the broader social issues it creates.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacked a range of easy-to-implement strategies—including salary sacrifice, after-tax contributions, spouse splits, recontribution tactics, and smart timing before 30 June—to help listeners retain more of their ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, examined the economic impacts of Dutton vs Albanese vs a hung parliament. Did you need to position your portfolio ahead of the election?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into the factors we are looking for to show that the market may have bottomed. What are the long-term valuation metrics and how should investors be thinking about them?

An oft-repeated mantra from the Trump regime is that tariffs in Trump’s first term barely affected inflation. Which is true.

In this week’s podcast, we left the topic open with the view that Trump would probably say or do something big. And Trump delivered.

Should you invest now or wait for stock markets to settle? This is the number one question on every investor’s lips. The answer:

For the second month in a row stock markets have tumbled in the first week of the month. As such, last month’s performance is far less meaningful than current conditions.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at what we know about Trump’s new tariffs, what they mean for the stock market and our thoughts on the market effect.