Investors seem to be looking at the same data and drawing vastly different conclusions. It’s like there are two utterly different investment markets in the one picture, depending on how you look at it.
September saw stock markets pull back as issues around growth and inflation hit markets. Our core portfolios performed much better than markets, our core Australian portfolio was flat vs the Australian market down 2%. Our core International fell 2% vs the MSCI World down 3%.
In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen discuss if an Energy Crisis is inevitable? On the agenda: Roll up for the amazing energy bubble Demand drivers Supply drivers Paths of resolution Investment implications View ...
In today's investment webinar Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent discuss Stagflation! View the presentation slides On the agenda: US inflation strong Chinese inflation weak, except for US Commodities ...
In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior FInancial Advisor Mark Monteiro are joined by Matthew Johnson, the Principal of Signal Macro to discuss our thoughts on why Australian Banks are so profitable compared to International Banks. You can find ...
In today's investment webinar, MB Fund's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro sit down to discuss China's new Economic contagion (their construction sector) View the presentation slides On the agenda: - Evergrande a symptom, not a cause - World wages ...
In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George is joined by Martin North of Walk The World to discuss what Lenders Mortgage Insurance is, and why you should avoid paying it. Empowering you to develop money and investing as tools for living your fullest ...
Evergrande is not a rogue operator. Evergrande is merely the largest and most indebted property developer in a country full of large, indebted property developers. How China deals with Evergrande and its debt problems is critical for the next decade of Chinese growth, commodity prices and inflation ...
I've got a few quick thoughts on Victorian vaccine targets because I would love to get out of lockdown a few weeks early, and I think we have the wrong vaccine policy settings to do that.
August was another strong month for the stock market. Our tactical portfolios performed well, Growth led the way up 2.9% over the month. We spoke last month about selling Australian stocks into the rallies, believing there will be a slow down in the next few months led by China and so far in ...
