Nucleus Wealth’s Head of Investments Damien Klassen was featured in a webinar posted earlier this week with Martin North of Digital Finance Analytics that appeared on the DFA YouTube channel, in an overarching assessment of Nucleus’ views on the state and direction of the worldwide economic landscape
The presentation includes a discussion on 7 long-term trends such as rising Inequality, Boomers moving out of the workforce, rising debt and changing energy costs. Following this, mid-term cycle trends including high Corporate debt, Chinese investment and Australian Credit Growth. Finally, short-term trends such as central bank assets and political issues (Trade war, Hong Kong tensions, Brexit) paint how we should perceive the immediate future.
This is summarised with the investment outlook, where Damien covers how we see Cash, Bonds, Australian Property, Australian Shares and International Shares in the current investment climate
Martin North was recently featured on an episode of Nucleus Investment Insights focused on where Australian property sits currently, housing development, a rebuttal to the market bull case and the clash between banking regulation and government policy pushing housing