Blog Posts

Worried about the effect of the Australian Housing Crash on your portfolio?
We understand that many of our investors are concerned by the ongoing pullback in Australian house prices, and are now
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2020 Earnings False Dawn
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings forecasts that is wrong: While
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Why is MMT the new black?
Modern Monetary Theory or MMT seems to be being discussed everywhere lately, and a number of high profile debates between
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AQR: New S.M.O.O.T.H. Fund
Quick shout out to AQR (a large US quantitative manager) who have a post out fighting the good fight against
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Are you kidding yourself about diversification?
For years, the RBA has argued that an economic recovery is “just around the corner” with wages and inflation about
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Impact investing is bullshit
Elizabeth Knight has a look today at impact investing and millennials: Whether or not you subscribe to the view that today’s
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Performance Reports

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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Nucleus Performance
August 2018 Performance
International stock markets ripped higher in August and both the Australian dollar and bond yields fell, completing a trifecta of
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1st year performance
July Performance
July marked our first full year of live investment as Nucleus Wealth. We started the year with a view that
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June Performance
June continued to see positive returns across our portfolios,  our Australian fund was up 2.3%, International up 1.3% and the
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May Performance
May continued to see positive returns across our portfolios,  our Australian fund was up 2% and the rest were up
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Nucleus Relative Performance
April Performance
April saw markets bounce back from a poor March, and our portfolios saw healthy gains with our international portfolio up
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Webinar Library     

Nucleus Investment Insights – Frankencredits and you.
This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits.
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Nucleus Investment Insights – China Attacks!
This week’s LIVE webinar we explore the retaliation of China on a number of fronts. Join Nucleus Wealth’s Head of
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Nucleus Investment Insights – Special Guest – Graham Hand
Join Nucleus Wealth’s Head of Investments, Damien Klassen and Tim Fuller as we learn more about the real impacts of
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Nucleus Investment Insights – House Crash to smash the Aussie Economy?
This week’s LIVE webinar (12:30pm AEST, Thursday 7 Feb) – we explore the state of the four main pillars of Australian
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Nucleus Investment Insights – The Bear Awakes
This week’s LIVE webinar (12:30pm AEST, Thursday 31 Jan) – we explore the key bear themes that will have an
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Nucleus Investment Insights – Stocks vs. Bonds
This week’s LIVE webinar (12:30pm AEST, Thursday 24 Jan) – we explore the prospects of global shares over the next
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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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