Nucleus Research and Insights

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 ...

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 ...