Nucleus Wealth Insights

Extraordinary scenes in Russia this week as a coup put a significant dent into Putin's aura of political invincibility. We examine the aftershocks for macroeconomics, political stability and investments. In particular, we look at the investment landscape for defense contractors, which ones benefit, which ones are less well positioned and where defense budgets are being spent in the aftermath of the Ukraine war. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Operating Officer Shelley George dig into the investment implications of the ever-evolving face of modern warfare. Agenda: Ethical Considerations Quick background Geopolitical implications Macroeconomic implications Investment implications: Macroeconomics Military changes from Ukraine war Investment landscape/defence contractors Investment implications: Stock selection View the presentation slides To listen in podcast form click here Get an obligation-free portfolio rec