Posts about Articles (13)

While rising inflation expectations were a minor feature in January, in February markets reflected higher inflation expectations and we expect this to continue in 2021.

Seeking financial advice can be a daunting endeavour. With more than 80% of Australians without financial advice, and 45% of the adult population calculated to be financially illiterate, there is proof that work needs to be done to help more people get help with their personal finances. This ...

There has been a lot written about the Gamestop saga in the last week. I want to discuss the medium-term market impacts rather than moralising about who is right and wrong. While I doubt it marks the top of the current market, there are some concerning signs.

How do you know you need advice? Seeking advice can be a challenging endeavour for most people. It is not so much that advice is hard to find, but more so that the abundance of information out there offers so much but under it may lie hidden intentions but more on this later. Here are some typical ...

We were contacted by the SMSF Association about Tim's recent "Self Managed or Self Mangled SMSF" report. They brought to our attention that we had inadvertently called into question the independence of the Rice Warner report.

The allure of having complete control over your financial future is very compelling, and becomes even more so in turbulent market periods, like the one we have seen in 2020. So it is understandable that 2020’s volatile markets combined with the opaqueness of many large super funds could have left ...

Hot off the presses; Nucleus Wealth's Head of Investments Damien Klassen was interviewed by Luke Housego in the AFR's 7 questions series.

Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and in particular the contrast between a short debt cycle and a long debt cycle.

Investment markets have a host of both positive and negative factors fighting for supremacy. The real question is whether central banks and governments will engineer a continued suspension of capitalism. I was sceptical six months ago. I'm less sceptical now that capitalism will return anytime ...

I have a working theory that the September quarter earnings (Q3) coming out over the next few weeks are going to give excellent insight to the new normal.

We are proud to announce that Nucleus Wealth has again been named a finalist in the upcoming 2020 ifa Excellence Awards in the "Innovator of the Year - Company" category.

I wanted to talk about the Australian budget. I'm not seeing what the admirers are seeing. At first, I was worried that I'd missed something. But yesterday's dovish speech by Governor Lowe suggests the Reserve Bank are seeing exactly the same thing I am.

Your annual superannuation statement should have arrived recently, or be on its way any day now. We know that for many it can be a chore to manage your superannuation, but small changes now, can result in a big difference when you retire. Take 5 minutes to engage with your future financial ...

Markets move in cycles. The last 40 years have seen interest rates down from 20% to less than 1%, quietly fuelling a rise in bond returns over the same time. This has driven the return of the benchmark 60/40 portfolio (60% stocks and 40% government bonds).