Blog Posts

Typical Credit-Driven Housing Cycles
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,
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GDP Hotspots
Here are the Nucleus charts showing Australian GDP and which categories are responsible for the growth / decline. Each bubble
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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 is
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Value stocks underperforming
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 ploughing
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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, where
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Nucleus Wealth named finalist for 2019 IFA Excellence Awards!
We are proud to announce that Nucleus Wealth has again been named a finalist in the upcoming IFA Excellence Awards
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Performance Reports

July 2019 Performance
  July added another month of good performance to the share and bond market rallies that have driven markets higher
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Nucleus FY2019 Performance
June 2019 Performance
  Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a number of themes, wait
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May 2019 Performance
  The rip higher in bond prices meant that our asset allocation portfolios outperformed the median super fund substantially in
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April 2019 Performance
The big movement for the April was the pullback in bond prices following a stellar few months, although bond prices
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Nucleus Wealth March Performance
March 2019 Performance
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though:
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Feb 2019 Performance
Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian
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Webinar Library     

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 of
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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 Operations
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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 Head
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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 Klassen
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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 Klassen
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Nucleus Investment Insights : Aussie Property Update with Susan Farquhar
  In this weeks installment of Nucleus Investment Insights, we have a special guest week in Susan Farquhar. Susan is
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Podcasts  

For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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