Nucleus Research and Insights

June was another strong month for the stock market. Our tactical portfolios performed well, up between 0.9% and 2.1% over the month. On the one hand, we timed the rotation out of value stocks and into quality stocks well; the inflation fears that were so prevalent a few weeks ago have faded as our ...

In today's investment webinar, MB Fund's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by CBA's Head of Australian Economics, Gareth Aird to discuss Australia's Remarkable Jobs Recovery. Topics covered: Australia’s unemployment rate ...

In today’s investment webinar, Nucleus Wealth’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller use the latest June property reports to investigate if you’re currently better off renting or buying Australian housing Use the Australian property calculator Topics covered: Housing ...

In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George sits down with Suraj Pabari and Ari Yeganeh of the purpose project for a career and purpose centric discussion with two recent highschool grads, Eloise & Alex. Empowering you to develop money and ...

In today's investment webinar, Nucleus Wealth's Chief Economist Leith Van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller disucss the quarterly MacroBusiness Australian property report. As we round out what has been an incomparable financial year in so many ways, our ...

We look at four key factors that constrain how high or low property prices can go. These are the four factors you can use to forecast residential real estate prices in our Australian property market calculator:

All investment managers have an investment philosophy that explains how it is they seek to make money. At first glance, this would seem an obvious enough statement. But once you factor in the efficient market hypothesis proposed by Samuelson and Fama, the investment philosophy statement becomes ...

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller turn their attention to the finer arts of value and growth investment styles. Today's episode will focus on the two major styles of investment, how they've fared recently. and how they ...

In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George sits down with our Head of Advice Tim Fuller to explore Tim's top 4 tips for the new financial year! Empowering you to develop money and investing as tools for living your fullest life.

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller take the opportunity to talk through the FAANG (Facebook, Amazon, Apple, Netflix, Google) stocks, as well as a broader look at quality and growth stocks On the agenda: Looking at the ...

With the end of the 2020/21 financial year fast approaching, it is time to speak to your accountant regarding strategies to grow your long-term wealth within superannuation, to allow enough time to have them fully executed well before the June 30 cutoff.

In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the continuing saga unfurling with China, our biggest trading partner. As the behemoth in demand of global commodities, it makes a lot of ...

In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by our Head of Advice Tim Fuller to discuss our thoughts on Finances during your 20's. Additionally, two twenty-something's from the Nucleus Wealth team join the discussion to pick Tim's brain; ...

The market seems to be oscillating between value and growth months. In May it was the turn of value portfolios (including ours) to outperform. Our direct equity portfolios beat benchmarks by over 1% on the month and our tactical asset portfolios finished up between 1% and 2.7%.