Posts about Australian

ASIC recently decided to wind down bank hybrids over a number of years.

In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, dives into SMSF investing and looks at the most common mistakes that investors make.

There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess capital, which may be as high as 10 times global GDP. While there are moments where it freezes up – by the Bank of Japan most recently, but also by the bank of England last year, ...

After a bout of volatility, stock markets have settled. In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, took a quick look at whether the issues are over or there is more to come. Click here to subscribe to our YouTube ...

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, delved into the arguments for and against more rate hikes in Australia, just as the rest of the world seems resigned to lower interest rates. View the presentation slides ...

With many Australian investors under-invested in international shares, this is a reminder of why and how you can get international exposure. In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, run through the top reasons to ...

In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen welcomes economist Leith Van Onselen, for a detailed dig into Australian GDP, what it is saying about economic conditions and what to expect for 2024. View the presentation slides Click here to subscribe to our YouTube ...

It has been a volatile 6 months in macroeconomic outlooks. A year ago, it looked as if Australia was lagging behind the US economically; a few months ago that narrative reversed. And then it flip-flopped several more times. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien ...

Extraordinary scenes in Russia this week as a coup put a significant dent into Putin's aura of political invincibility. We examine the aftershocks for macroeconomics, political stability and investments. In particular, we look at the investment landscape for defense contractors, which ones benefit, ...

For the last few months we have been talking about how the soft data (i.e. surveys and forward looking) has been looking recessionary but the hard data has been surprisingly firm. That has started to change, and in the hard data we are seeing sweeping signs of a slowdown. In this week's podcast ...