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Webinars

Liberation Day Fallout | Nucleus Investment Insights

Posted on by Damien Klassen
03
Apr
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at what we know about Trump’s new tariffs, what they mean for the stock market and our thoughts on the market effect.

 

Agenda:

  • Higher prices, supply shock
  • One round or multi-round: Beggar thy neighbour, escalating tariffs
  • Cross-fire: US & China trying to increase manufacturing, rest of the world squashed
  • Exclusions: Copper semis, pharmaceuticals, lumber
  • China: worst affected
  • Mar-a-lago Accord: matches “blueprint”
  • Economies and markets

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    Damien Klassen

    Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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