Webinars

The Effects On Earnings Of Trump’s Policy Chaos | Nucleus Investment Insights

Posted on March 27, 2025 by Damien Klassen

27
Mar

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen looked at earnings forecasts and which sectors are starting to see the effects of the chaos around policy making and tariffs.

Agenda:

Tariffs

Forward Indicators vs Coincident vs Actual

Confidence etc.

Earnings

View the presentation slides

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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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