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The Flood Of Excess Capital | Nucleus Investment Insights

Posted on by Damien Klassen
06
Sep
There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess capital, which may be as high as 10 times global GDP.

 

While there are moments where it freezes up – by the Bank of Japan most recently, but also by the bank of England last year, plus regional banking failures in the US or the quant quake before that.

But the amount of excess capital is enough to wash away any moments of indigestion.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer Damien Klassen discussed the flood of excess capital and what stocks you may want to include on your investment ark.

 

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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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