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Webinars

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

Posted on 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

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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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