Nucleus Research and Insights

Chant West has the latest performance stats:

Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian government bonds have continued to price a slowing Australian economy which led to a strong performance from all of our portfolios. International +5.3%, Tactical Growth +3.4% and ...

We have another special guest week in Aleks Vickovich, who is currently digital editor at the refreshed Sky News Business channel, which is called Your Money

We have another special guest week in Philip Soos is an independent economist and PhD candidate investigating bank crime and mortgage control fraud. Philips Twitter Feed here. In todays interview we discuss some of the finer details from the Royal Commission into Misconduct in the Banking, ...

We understand that many of our investors are concerned by the ongoing pullback in Australian house prices, and are now worried about this having an impact on their stock portfolios.

The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings forecasts that is wrong:

Modern Monetary Theory or MMT seems to be being discussed everywhere lately, and a number of high profile debates between the economic establishment such as Paul Krugman, Ken Rogoff, Jerome Powell and Larry Summers on one side and MMT advocates (most of which are not economic luminaries) have ...

This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits. Join Nucleus Wealth’s Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: – Who the changes will ...

Quick shout out to AQR (a large US quantitative manager) who have a post out fighting the good fight against some of the big issues with funds with high levels of unlisted assets - this includes many of the large industry funds in Australia. Three of the key issues they raise:

This week's LIVE webinar we explore the retaliation of China on a number of fronts. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on the levers China can pull to exert influence on the global economy. - ...

For years, the RBA has argued that an economic recovery is "just around the corner" with wages and inflation about to increase. So far the RBA has been wrong - their preferred trimmed mean inflation has been below target for 3 years and counting. The issue is the penalty for being wrong during a ...

Join Nucleus Wealth’s Head of Investments, Damien Klassen and Tim Fuller as we learn more about the real impacts of the recent Royal Commission on everyday Australian’s and the broader economy with bank veteran, author and now managing editor of the highly regarded Cuffelinks newsletter, Graham ...

Stock markets continued to rally in January and the start of February to recover most of the losses from late 2018, at the same time Australian government bonds have begun to price a slowing Australian economy which led to a strong performance from all of our portfolios. International +4.3%, ...

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 ...