Nucleus Research and Insights

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:

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.