Nucleus Research and Insights

Chant West is out with its latest super fund returns:

Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large. The sell-off was sparked by rising bond rates, some disappointing earnings results in the US (more on outlook than numbers) and weaker global economic data. Sentiment worsened in ...

This week's webinar (12:30pm AEST, Thursday 22 Nov) - is an Australian Housing Crash update. A slump in auction clearance rates, tightening credit, revelations of huge amounts of 'liar loans' and of course, falling house prices. Our take on how far it can go, and how we are positioning portfolios ...

This week’s webinar we have David, Damien and Tim as we take a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Its a longie, but a goodie. Bubbles – Classifying which type of bubble we are in – Identifying the key factors – Conditions ...

This week’s webinar is a US election special. What the US mid term election result means for your portfolio, and how we use this news to position client capital to help take advantage of world markets.

Join Nucleus Wealth Head of Investments, Damien Klassen, and Tim Fuller as we discuss where we are seeking new opportunities after the recent market shake out.

The Oxford Institute for Energy Studies has an in-depth piece out on the cost of LNG plants, looking in detail at the drop in LNG construction costs and how maintainable the falls are in construction costs:

After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economic growth and the outlook for interest rates, as the US Federal Reserve hiked US interest rates by 25 basis points.

This week's webinar is a focus on the structural problems with superannuation: – How tax breaks are skewed – Superannuation isn't working at getting people off the aged pension – Problems with superannuation funds in focus at the Royal Commission – Investment opportunities

We have had our 2nd big market wobble for 2018, perhaps marking a return of uncertainty after a tremendous multi year bull run for global markets. Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we discuss the how, why and what to ...

Fifteen months ago we started investing money for clients with a vision to bridge the gap in investment solutions for everyday people looking for the middle ground between cookie-cutter robo-advice and high-cost financial planning.

Join Nucleus Wealth Head of Investments, Damien Klassen, Head of Strategy David Llewellyn Smith and Tim Fuller as we discuss the new cold war between the US and China and how it affects the world of investment.

Click here to view the playlist of our recent Nucleus Wealth Seminar series. This video was recorded at the 2018 Nucleus Wealth / Macrobusiness Seminar held on Thursday 13th September in Melbourne. nucleuswealth.com Question guide (with time elapsed) : 0:38 Q0 - Does Chinese Stimulus come in ...

This week on Nucleus Investment Insights we chat to Philip Soos, an independent economist, PhD candidate investigating bank crime and mortgage control fraud and co author of the book, Bubble Economics – Australian Land Speculation 1830 to 2013 with Paul Egan. Can’t make it to the live series ? ...

Quantitative and statistical models are extremely useful in investing. But they are guides, not gospel.