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

Crash of The Century: The End of Chinese Property | Nucleus Investment Insights
Markets have greeted the appointment of Xi for another 5 years, (and probably for life) with dismay. Chinese housing data
The One Thing That Could Kill Inflation | Nucleus Investment Insights
The most likely reason for continued high inflation is a wage growth spiral. Sluggish wages in Australia, Japan and Canada
Inflation on the rise
US headline inflation will be high for a while
US inflation came in hot overnight. It is worth noting that while there are some positive signs for goods, services
The Great Energy Heist | Nucleus Investment Insights
In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel
Inflation scenarios
September 2022 Performance
Stock markets were smashed in September. The US market fell over 9%, but closer to -3% in local terms once
Which Economic Imbalance Will be the First to Crumble? | Nucleus Investment Insights
In "tightening cycles", central banks usually raise rates until something breaks. The question is, which imbalance will it be this