Nucleus Research and Insights

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:

This week's webinar brings dodgy financial advice under the spotlight. Sharing your financial and personal affairs with another person is not easy, made worse if it results in you paying them to line their pockets with your retirement savings. Join us as we run through the key factors to consider ...

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 ...