Blog Posts

Deceiving headline yields in property
  With decent investment yields increasingly hard to find, it is important to avoid yield traps when looking for alternatives
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The magic of manipulated valuations: WeWork vs your Superannuation
  WeWork put its Initial Public Offering on ice this week as the company realised it would not be valued
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Problems facing the LNG market
  Some welcome news for LNG producers as the spike in the oil price flows through to the gas price
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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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Performance Reports

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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January 2019 Performance
Stock markets continued to rally in January and the start of February to recover most of the losses from late
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December 2018 Performance
Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwise
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November Performance
Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immune
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October 2018 Performance
Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large.
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September Performance
After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economic
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Webinar Library     

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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Nucleus Investment Insights – AUD: Global Whipping Boy?
  In todays LIVE webinar (11am AEST, Friday 2nd August), hear from Nucleus Wealth’s Head of Investment, Damien Klassen, Chief
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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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