It has been a volatile 6 months in macroeconomic outlooks.
Fed still hiking, RBA all but done
China’s bust is structural
End of cycle shock
Next cycle: Australia poorly positioned
A year ago, it looked as if Australia was lagging behind the US economically; a few months ago that narrative reversed. And then it flip-flopped several more times.
In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr delve into this topic.
Agenda: Why the AUD is going to 40 cents
- No AI
- No reshoring
- China’s commodity super-deflation, limited ESG commodity exposure
- Another lost decade on poor policy making
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
Samuel has a Master of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.
