It’s Bond, Contrarian Bond | Nucleus Investment Insights

In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds.
 
Agenda:
  • Movements in bond yields
  • Global tightening, fiscal and monetary
  • European economy, war and energy shock
  • Chinese economy, property bust and COVID shock
  • US economy, inflation and interest rate shock
  • Spanish Flu analogy
  • Implications for markets
 

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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.