The one Australian Economic question that matters
First, I need to set the scene. I wrote recently about how messed up the Australian economic cycle is,Read more.
Here are the Nucleus charts showing Australian GDP and which categories are responsible for the growth / decline. Each bubbleRead more.
Capex: Good for sectors attached to a government teat
I’ve been having a second look at the private capital expenditure (capex) forecasts for Australia released last week. Capex isRead more.
Value Investing: a religious experience (part 1)
Farmers of seasonal crops are at the whims of the weather. Despite the work and effort put into ploughingRead more.
Has the housing market bottomed?
Nucleus Wealth’s head of investment Damien Klassen was featured in an article posted earlier this week on Livewire Markets, whereRead more.
July 2019 Performance
July added another month of good performance to the share and bond market rallies that have driven markets higherRead more.
June 2019 Performance
Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a number of themes, waitRead more.
May 2019 Performance
The rip higher in bond prices meant that our asset allocation portfolios outperformed the median super fund substantially inRead more.
April 2019 Performance
The big movement for the April was the pullback in bond prices following a stellar few months, although bond pricesRead more.
March 2019 Performance
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though:Read more.
Nucleus Investment Insights – The Ugly Truth of the Miracle Economy
In today’s webinar and podcast, Nucleus Wealth’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, and Head ofRead more.
Nucleus Investment Insights – Return of the Housing Boom with Catherine Cashmore
In today’s webinar, Nucleus Wealth’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of OperationsRead more.
Nucleus Investment Insights – The Four Horsemen of the Apocalypse
In today’s webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and HeadRead more.
Nucleus Investment Insights – Australian housing boom and bust indicators to focus on
In today’s LIVE webinar (12:30pm AEST, Thursday 22nd August), hear from Nucleus Wealth’s Head of Investment, Damien KlassenRead more.
Nucleus Investment Insights – The Death of Value
In today’s LIVE webinar (12:30pm AEST, Thursday 15th August), hear from Nucleus Wealth’s Head of Investment, Damien KlassenRead more.
For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.