It has been a busy few weeks in geopolitics. Late last week, we changed our portfolio allocation to pull back on stocks in our tactical funds.
In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen checked in on house price affordability for Australians after the recent interest rate cuts.
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. Are they going to give cover for companies to push through another round of price increases?
It would be hard to do a podcast on anything other than tariffs... In this week Nucleus Wealth's Chief Investment Officer, Damien Klassen discussed the what, how, who and why.
NVIDIA took a tumble this week as DeepSeek fears overran the market.
The Australian dollar has been in freefall for a number of months but has rallied in recent days.
2025 has seen a huge rise in long term bond yields, causing ructions in the stock market.
In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked at a range of different predictions for 2025 and assessed their likelihood and effect.
In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked through the performance of stocks over 2024, what worked, what didn't and the lessons for 2025.
In this week's Special Christmas edition of the podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, is joined by Chief Strategist, David Llewellyn-Smith, to discuss his biggest concern for 2025 and the economic danger it presents.
A stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countries, it is busting in Australia.
Fore the past few years and the next few, US inflation remains the most important statistic for investors to watch.
In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve into earnings revisions and fundamentals which generally look positive and contrast this with valuations using a range of different metrics.
In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve on this topic.
With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates in Australia, we dive back into the investment outcomes for Australia.
