Damien Klassen and Tim Fuller discuss the potential headwinds ahead for European investments and how we are positioning our portfolios for opportunities that are appearing in the Eurozone.
Labour has proposed a number of changes to franking credits paid on dividends. The proposal absolutely has some merit behind it, as a system set up so that people weren't taxed twice has evolved into a system where some people get taxed zero times. But the current implementation has significant ...
Damien Klassen, David Llewellyn Smith and Tim Fuller discuss the impacts and likelihood of US President Trumps recent desire to reinstall protectionism into global trade policy.
Our pitch to investors has been that by investing in a mix of quality and value stocks that you can avoid the worst of the market volatility. Our portfolios didn’t chase the market higher in January, and then made up ground in February with our direct international portfolio posting a 1.6% gain and ...
Damien Klassen and Tim Fuller introduce the what, why and how of Quantitative Investment Analysis and how it is used at Nucleus Wealth.
The main concern that I have with profit growth driven by tax cuts is that it doesn't reflect true economic strength.
In amongst all the palava and typical political tomfoolery that has dominated the news recently, there has been some quiet angst building in the background centering on the fact that common household savings may now be put in jeopardy in the event of a bank collapsing.
There is a battle going on in the financial press for the hearts and wallets of retail investors.
Our own Chief Economist featured on the Bolt Report last night, to help clear up recent the recent politicing of Australia's high immigration policy with reasoned arguments and facts.
Damien Klassen and Tim Fuller discuss the future of Australia's Houses and Holes economy, what prospects are left after 2 economic saviour booms and what it means for your porfolio in the next decade..
I had a few questions about how the numbers from Reneweconomy earlier this week showing that batteries+solar are at grid parity in Adelaide stack up against our analysis. The short answer is that salesmanship is all about framing. The numbers are similar, with high electricity prices, relatively ...
Damien Klassen, David Llewellyn Smith and Tim Fuller discuss forward global impacts on the future of the Australian Dollar.
Damien Klassen, David Llewellyn Smith and Tim Fuller discuss global inflation, and the knock on effects of global interest rates.
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that the US market is down 10%+ from its peak a few short weeks ago, punctuated by two ~4% down days. But, the headline doesn’t mention the rapid rise in January, or that for Australian ...
