Nucleus Research and Insights

This week's LIVE webinar (12:30pm AEST, Thursday 7 Feb) - we explore the state of the four main pillars of Australian growth and the potential impacts on the economy. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van ...

This week's LIVE webinar (12:30pm AEST, Thursday 31 Jan) - we explore the key bear themes that will have an impact on world markets in 2019. Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: - China - Can China arrest ...

Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwise been another poor month for shares. Being overweight bonds came to the rescue in our tactical portfolios, in particular, our Income and Accumulation funds benefitted ...

This week's LIVE webinar (12:30pm AEST, Thursday 24 Jan) - we explore the prospects of global shares over the next 12 months Join Nucleus Wealth's Head of Investments Damien Klassen and Tim Fuller as we look at: - The showdown between stocks and bonds, which will be the best performer in 2019? - ...

This week's LIVE webinar - we explore the often overlooked world of BONDS. Join Nucleus Wealth's Head of Investments Damien Klassen and Tim Fuller as we look at: - What are bonds and the different types available - How they should be classified and how to use them effectively - How bonds fit into a ...

This week’s LIVE webinar, we explore what can really go on behind the closed doors of investment managers. Only when the tide goes out do you discover who has been swimming naked. Warren Buffett It is a market truism that a rising stock market can hide a lot of sins, and it is only when markets ...

Elizabeth Knight has a look today at impact investing and millennials:

Another unfortunate stockbroker collapse announcement in Halifax Investment Management leaving thousands of clients with over $200 million frozen while administrators review the damage and evaluate the return of capital (which may take months).

Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immune to the effects. We have maintained our overweight cash and bond positions which helped to stem the losses and helped our portfolios outperform - although falling by less than ...

Via UBS:

Environmental, social and governance investing, also known as ESG is a common way for investors to look to add ethics to their portfolio. A recent CLSA report highlights that ESG ratings are more akin to snake oil than medicine. The ESG ratings might not do you too much harm, but don't mistake them ...

Only when the tide goes out do you discover who has been swimming naked.

Join Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at - the current economic data coming out of China - Headwinds facing another major local boom - How these themes will impact investment across the world Webinar slides click ...

Today on the podcast we have Erik Townsend, a retired software entrepreneur turned hedge fund manager, public speaker and co-author of his own popular industrial grade podcast, MacroVoices. Erik is joining us today to talk about his new book ‘Beyond Blockchain, the death of the dollar and the rise ...

EIA put out a timely reminder of the big picture for US oil. There has never been more proved reserves or production: