Nucleus Research and Insights

It’s been a busy week in the wake of the Federal Budget, and the 2026 CGT shake-up is easily the biggest topic in my inbox. For years, the "50% discount" was the holy grail of Australian investing. Now that it’s being traded in for a return to cost-base indexation and a 30% minimum tax rate, a lot ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, is joined by Leith van Onselen from MacroBusiness to unpack the shockwaves from the 2026–27 Australian Federal Budget. We break down the policies most likely to move markets, the sectors set to benefit or feel the ...

This page contains each chart from the latest property market update. See residential real estate for the forecasting methodology. Within all cities, a clear divergence is occurring between houses and units.

In April, stock markets boomed. The key question remains whether US profit growth (~20% forecast for each of the next two years) will stay incredible or if it will become non-credible in the face of rising energy costs. We switched our tactical portfolios back into stocks mid-month as soon as the ...

Are Supply Chains Breaking Again? If you read the headlines today, you might think we are on the verge of another massive supply chain crisis. Freight costs are ticking upward, the Strait of Hormuz is a geopolitical flashpoint, and inflation expectations remain stubbornly embedded. It is easy to ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines which global supply chains are now closest to breaking as geopolitical tensions flare and critical trade routes come under pressure. We dig into where stress is building fastest, which sectors face the ...

In this week’s special episode, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unveils Dashboard 2.0 — our redesigned, more intuitive platform for managing your investments. We walk through what’s new, why we rebuilt it, and how the upgraded tools give you clearer insights, faster ...

In elite sport, performance is never accidental.

At Nucleus Wealth, we believe your investments should reflect your values. Through our expertly managed accounts, you have the power to apply custom screens and tilts to your portfolio. Whether you want to exclude fossil fuels or increase your exposure to nuclear power, you're in the driver's seat. ...

The ongoing conflicts in Ukraine and the Middle East are doing more than reshaping geopolitics—they are forcing nations to rapidly accelerate their move away from fossil fuels in the name of energy security.

In this week’s podcast, we're unpacking what some are calling “Trump’s carbon tax” — exploring how Donald Trump’s escalation with Iran is driving oil prices higher, why those energy shocks act like an implicit tax on consumers and businesses, and what this tightening energy backdrop means for ...

The story for March was crashing asset prices as markets scrambled to reprice the Iran war. The key question is whether the profit growth (18% forecast for each of the next two years) will stay incredible or if it will become non-credible in the face of rising energy costs. We still have cash, but ...

Should you invest now or wait for stock markets to settle? This is the number one question on every investor’s lips. The answer:

First COVID. Then the Ukraine war. Then tariffs. Now the Iranian war. Plus massive government deficits in many countries. At some point, the concern is that inflationary expectations are going to be permanently embedded into consumers' and workers' psyches. At that point central banks might need to ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at what a U.S.–Iran ceasefire really means for markets — even if tensions remain unresolved. We explore how a fragile pause in the conflict could affect oil prices, inflation expectations, safe-haven flows, and ...