Content

Here you will find all the content produced at Nucleus Wealth, including articles published by the investment team, weekly investment-centric webinars (also presented in podcast format) and monthly performance reports. Click the buttons above if you’re interested in a specific type of content

Nucleus Insights : Australian Housing - Boom and Doom
This episode of Nucleus Insights  Economist Leith Van Onselen and Strategist David Llewellyn-Smith join, Damien Klassen and Tim Fuller as
Grantham: The cost of a conscience
I belatedly found this slide deck from a GMO presentation from earlier in the year talking about climate change and
Nucleus Insights : Good Defence is the Best Offence.
This afternoon on Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller
2Q reporting season
Good breakdown by Credit Suisse (via the Wall Street Journal) on where the US earnings growth is coming from: Oil
Chinese battery factories in Germany
The shoe is on the other foot for a change with a Chinese company (recently listed Contemporary Amperex Technology - the
June 2018 Performance
June continued to see positive returns across our portfolios,  our Australian fund was up 2.3%, International up 1.3% and the