Nucleus Wealth Insights

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. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/07/MB-property-podcast-8-07-2021.pptx.pdf As we round out what has been an incomparable financial year in so many ways, our focus today is fixed on Australia's favourite asset class - property. All capitals ended the financial year with double-digit price growth except for Melbourne and Perth, and nationally, dwelling prices jumped by 13.5 per cent, the highest annual growth rate in 17 years. But will the reluctance by both mainstream political parties to let housing behave like a healthy market and fall, resetting the market, exacerbate Australia's housing affordability problem and allow the gap between the home ownership haves and have-nots to widen? On the agenda: •Strongest property price growth since 1989 •M

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 influence our portfolio's View the slides: https://nucleuswealth.com/wp-content/uploads/2021/07/value-growth.pdf On the agenda: •Quant Recap •What is working •Low vol •Momentum •Growth •Quality •Value •Outlook To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.fac

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. Nucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus

In today's investment webinar (LIVE 12:30pm AEST), 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. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/06/FAANG.pdf On the agenda: Looking at the FAANG tech behemoths: Facebook, Google, Apple, Microsoft, Amazon. 1. Quality / Value / Growth and inflation. How different strategies will perform in different environments. If inflation is going to fade then these are the most likely beneficiaries 2. Structural Changes. Changes in industry environments that are biasing toward these companies 3. Valuation. How expensive are they? 4. Growth crash. How would they hold up if markets crash? To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-f

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. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/06/Chinas-Iron-Ore-Revenge.pdf As the behemoth in demand of global commodities, it makes a lot of sense to consider China's real influence in both global and local economies, and it seems ours is squarely in the cross hairs. News out this week saw the Chinese National Food and Strategic Reserves Administration declaring they will release state stockpiles of metals including copper, aluminum and zinc, bolstering local supply and causing havoc with global miner stock prices. On the agenda: Friends - frenemies - enemies Iron ore market cycle Iron ore market structure Investment implications To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_cam

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; marketing officer Jayden Stent and client liasion specialist Aileen Chong. Empowering you to develop money and investing as tools for living your fullest life. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/06/finances-for-20s.pdf To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on

In today's investment podcast Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the final in our series of three podcasts on the contrarian view for inflation. This time we look at what to do from an investment perspective. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/06/inflation-ep3.pdf On the agenda: •Now vs History •Commodity prices •Inventory Cycle •Scenarios •Investment positioning This week we complete our final show on our contrarian view, that both the rebound in asset and material prices and the enormity of financial support pumped into economies is now going to spill into the potential for higher levels of inflation. If you have only just tuned in, feel free to check out our previous two shows on the topic, where we covered issues that caused inflation in the 1970s and how the rules have changed since then. We looked at technology being inherently deflationary. Net result: a f

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation. You can view the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2021/06/inflation-and-supply-chains.pdf The inventory rebuild/supply chain "pig in the python". The price signals of today are creating the excess capacity of tomorrow. To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/? utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ http

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Investment Damien Klassen to discuss what inflation is, and why too much, or too little can be a negaitve for the economy. Empowering you to develop money and investing as tools for living your fullest life. If you'd like to learn more about our view, you can read our articles on inflation: https://nucleuswealth.com/articles/beware-the-inflation-snap-back-part-1/ https://nucleuswealth.com/articles/beware-the-inflation-snap-back-the-china-problem-part-2-of-4/ 00:00 Introduction 1:35 What is inflation? 6:27 Are inflation and deflation bad? 10:45 What causes inflation? 12:14 Why we haven't seen inflation in recent years 18:35 Is inflation back? 24:38 Why inflation's important to investors 26:38 What we're doing with our inflation view 29:04 Hedging your investment bets 30:53 The relationship between inflation in different countries To listen in podcast form click here: https

In today's investment webinar (LIVE 12:30pm AEST), Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation. View the presentation slides https://nucleuswealth.com/wp-content/uploads/2021/05/inflation.pdf Topics on the agenda: •Inflation today is not the same as inflation in the 1970s. •Commodity inflation is far more leveraged to Chinese stimulus than developed market stimulus. And the signs are ominous. To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Fi

Treasurer Josh Frydenberg handed down his second "pandemic budget" for 2021-2022 amidst a backdrop of continuing uncertainty. Acknowledging that the virus is a continuing threat to lives and livelihoods, this budget is again framed to prioritise jobs and investment. View presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/05/australianbudget.pdf As well as stimulus measures, the focus has been on structural reforms across many of the government portfolios. Skills, infrastructure, deregulation, and digital transformation are all featured, together with a continued emphasis on services. The current and projected hit to immigration, one of Australia's favourite growth levers, has seen our per capita income look remarkable as the labour market tightens and more jobs are serviced by local unemployment. If there was one main takeaway, it is that budget deficits are here to stay. As we will cover more in the show, our historical habit of big budget deficits will continue, taking advantage of t

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by Harry Goldberg and Tristan Scifo of Purpose Advisory to explore the process of life planning, and the effect it can have on our lives. Empowering you to develop money and investing as tools for living your fullest life. Resources to create a life plan: https://purposeadvisory.com.au/blog/f/what-are-the-best-resources-for-creating-a-life-plan 00:00 Introduction 03:13 What is a life plan? 11:49 Resistance to life planning 21:25 Balancing the now with the future 25:04 Working through a life plan 27:23 Beginning a life plan 30:24 Different styles of life planning 33:07 How long does a life plan take? 35:54 Different tools you can use to assist in the process To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswea

This week our attention turns to the growing electrification of our world. Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by energy aficionado Paul Martin to help us determine if battery tech will ice the petrol car You can read Paul's articles here: https://www.linkedin.com/in/paul-martin-195763b/ Timestamps: 00:00 intro 01:27 video starts 04:40 Elon Musk's quote 19:45 price of renewables 25:50 Government policy on climate 28:56 Switching the whole grid to EV's 33:40 How low can battery costs go? 39:58 Moving away from combustion engines 44:30 Moving away from fossil fuels 47:05 Natural gas 54:33 Solid state batteries 1:09:45 Tesla's battery use 1:12:40 Hydrogen Whilst for most of us this is probably the most noticeable in the evolution of our gardening equipment, leading the vanguard of the new era in "powered by power" devices is the electric vehicle, or EV. Tesla, with the help of significant US government support, has spent the last decade or so drag

In today's investment webinar, Nuclues Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss why it's time to move assets offshore View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/05/moving-assets-offshore.pptx.pdf Following the Great Pandemic of 2020, the global economy is entering a robust recovery. This new business cycle is not like those that have come after the previous two crises, the Global Financial Crisis and Tech Wreck. Those two crashes were led by the US and the recoveries led by China. This time around, the crisis was led by China and the recovery will be led by the US. The difference is crucial to asset returns over the coming cycle. Aggregate global growth may appear to be the same at the headline level, but with the US the growth engine and China the caboose, the range and order of asset cars arrayed between them will be very different. So will be the returns for each. Moreover, these cycl

Exploring the narrative that ran for much of 2020 that when bad economic news is delivered, it's actually good news, because central banks and governments would step in and do more to support the economy. Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 #australianhousing #australianproperty

Today we turn our eye back to Australian property as low interest rates has fuelled a marked surge in demand as the economy rebuilds post pandemic. What has emerged however, is a two speed house price boom. With a superb run up in prices of suburban houses, as space and isolation are sought, prices of inner-city apartments, typically favoured by investors, have languished. To help colour in exactly the extent of these falling rents, we are lucky to be joined by friend of the show Martin North, who is founder of boutique research firm, Digital Finance Analytics. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/australias-two-speed-housing-market-with-martin-north.pdf You can find Martin North at https://walktheworld.com.au/ 00:00 Introduction 02:40 Agenda 03:05 Australian property affordability 15:15 Will the Government intervene if house prices get too high? 20:27 Supply of Australian property 23:40 Developers being able to get finance 25:01 Property values 28:25 Apartment prices wel

In today's investment podcast, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by property buyers advocate Catherine Cashmore to get an on the ground look at Australia's housing boom. You can find Catherine at https://cashmoreco.com.au/ View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/frontlines-of-australias-housing-boom.pdf After a tumultuous 2020, that saw rocky and rebounding equity markets, emergency stimulus and both rental eviction moratoriums and bankruptcy protections. Add to this the snapping shut of international arrivals, it would be safe to assume that even our most resilient of markets, property, would be showing signs of pressure under these circumstances. For those states enduring lockdowns, this was particularly true, as inspections and auction opportunities become limited and sale volumes slowed. The story quickly changed however as the lockdowns eased, with an explosive mix of pent-u

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Investments Damien Klassen to unpack our monthly investment performance reports Empowering you to develop money and investing as tools for living your fullest life. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/House-Price-Fundamentals.pdf View the March Performance Report: https://nucleuswealth.com/performance/march-2021-performance/ To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/​ https://

With vaccine clotting issues causing delays to rollout worldwide, MB Fund's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, senior analyst Radek Zeleny, Head of Advice Tim Fuller the investment team investigate if this be catalyst for a stock market stumble. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/04/Vaccines.pptx.pdf Locally, our own federal government is currently under fire for a slow and troubled rollout that has seen it dump its goal of having everyone receive at least one jab by October, and uncertainties have prevented any new deadlines being set. But vaccination efforts have not been without their own problems, with serious side effects emerging from several of the major vaccines which is turn is hampering widespread delivery and destroying fragile public confidence in getting the jab. So now the question remains, will these surfacing vaccine issues manage to infect the current elevated confidence in global stock markets, and

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by our Head of Investments Damien Klassen and Client Liason Specialist Aileen Chong to explore the fundamentals of house pricing. Empowering you to develop money and investing as tools for living your fullest life. View the slides: https://nucleuswealth.com/wp-content/uploads/2021/04/House-Price-Fundamentals.pdf Referenced house price article: https://www.theguardian.com/money/2021/apr/05/bubble-or-boom-why-ultra-low-interest-rates-mean-house-prices-may-never-bust Our property calculator: https://nucleuswealth.com/property-calculator To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https: