Blog Posts

Bond Yields: Are we there yet?
We have long been of the view that the Reserve Bank is misdiagnosing the economic environment and interest rates are
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Ethical super funds, unethical fees
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high fees and underperforming: the median
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Hostplus: Avoid bonds and cash
From Bloomberg: Australia’s best-performing superannuation fund is going against the grain by avoiding cash and bonds, betting the 30-year investment
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Strong start to 2019 for most super funds
Chant West has the latest performance stats: Super funds have kept up their strong start to 2019, with the median
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Coal: Game Over
The RBA was out last night discussing climate change and posted the following chart of energy costs which confirms our
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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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Performance Reports

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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March Performance
March was a shocker for the ASX with the ASX200 down over 4%. Investors in our tactical funds did much
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February Performance
Our pitch to investors has been that by investing in a mix of quality and value stocks that you can avoid
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January Performance
January Performance
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that
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Nucleus December Performance
December Performance
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling world market. Bad news: Statistically,
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Webinar Library     

Nucleus Investment Insights – Special Guest Aleks Vickovich
We have another special guest week in Aleks Vickovich, who is currently digital editor at the refreshed Sky News Business
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Nucleus Investment Insights – Special Guest – Philip Soos
We have another special guest week in Philip Soos is an independent economist and PhD candidate investigating bank crime and
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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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Podcasts  

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

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