Posts about Nucleus Wealth

The story for February was the surging Australian dollar running into incredible profit growth forecasts. Profit forecasts got stronger throughout the month, helping share prices higher, but for Australian investors, the rising AUD offset all of those gains. The key question in March is whether the ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a closer look at the so-called TACO trade — and whether the conflict in Iran could set the stage for a surprise turnaround. We explore what’s driving recent market moves, how geopolitics is reshaping sentiment, ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Tom Richardson from The Nightly to unpack the forces shaping the new AI-driven economy — exploring how automation, productivity gains, and capital flows are reshaping industries, and what this ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the rise of HALO companies — the resilient, pricing-power businesses proving largely “immune” to AI disruption — exploring why they continue to outperform, what protects their economics from technological ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, takes a closer look at Australia’s worsening housing affordability — unpacking why conditions have tightened even further, what’s driving the latest squeeze on buyers and renters, and what it all means for investors ...

For January, the Australian dollar was the key story. At an index level, Australian stocks rose 1.5%, but international stocks (largely due to the Australian dollar) fell 2.5%. Our funds were well-positioned for the change. Our core international fund bucked the trend to rise 1.9% for the month. ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacks how AI is rapidly devouring the software sector — examining why AI leaders are absorbing ever-larger slices of market cap, what’s driving the widening performance gap, and what this power shift means for ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down silver’s dramatic surge and sudden slide — exploring what drove the volatility, whether another wave of momentum is building, and what the risk-reward now looks like for investors watching the metal’s ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by David Llewelyn-Smith of MacroBusiness to examine the latest slide in the U.S. dollar — unpacking whether this is just a short-term pullback or an early sign the broader USD tide is turning, and what a ...

While December itself was weak, the 12 months ending on 31 December were a good year for international stocks. Being overweight internationally, with a healthy exposure to AI, our portfolios all outperformed their benchmarks. Our international fund finished up 20%, and our Australian fund finished ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the global market selloff triggered by a sharp jump in Japanese bond yields — exploring what drove the move, why it rattled equities and currencies worldwide, and what it all means for investors ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, digs deeper into what Donald Trump’s renewed attacks on the Federal Reserve could mean for inflation, interest-rate credibility, and long-term bonds — especially as markets grapple with talk of firing Jerome Powell, ...

In this week’s podcast, Nucleus Wealth’s Head of Investments, Damien Klassen, is joined by Martin North of DFA Live in a special collaboration to unpack the fast-moving geopolitical shifts in Venezuela, Ukraine, and Taiwan — examining how rising assertiveness from powerful leaders is challenging ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, explores how the rapid rollout of AI could drive power prices higher — why the sheer volume of energy isn’t the issue, but the speed of demand growth is, and what this looming pressure means for investors across the ...

In this week’s podcast, Nucleus Wealth’s Head of Investments, Damien Klassen, is joined by Martin North from DFA to unpack eight critical megatrends set to shape markets and investment returns in the years ahead — and why their combined impact could be powerful, complex, and often pulling in very ...