In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr looked at the early results from reporting season and how expectations are changing.
We also scooted around the world looking at sector and country valuations, where looks cheap and which countries have run too hard.
Agenda:
- Global Earnings overview
- Australia vs World
- Sectors
- Stocks
- Implications for markets
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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.