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Aussie Dollar: Where To Now? | Nucleus Investment Insights

Posted on by Samuel Kerr
06
Jul
It has been a volatile 6 months in macroeconomic outlooks.

 

A year ago, it looked as if Australia was lagging behind the US economically; a few months ago that narrative reversed. And then it flip-flopped several more times.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr delve into this topic.

Agenda: Why the AUD is going to 40 cents

  • Fed still hiking, RBA all but done
  • China’s bust is structural
  • End of cycle shock
  • Next cycle: Australia poorly positioned
    1. No AI
    2. No reshoring
    3. China’s commodity super-deflation, limited ESG commodity exposure
    4. Another lost decade on poor policy making
     

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    Samuel Kerr

    Samuel is Nucleus Wealth's Head of Advice. He has a Master's of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.

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