Nucleus Wealth

How to position your portfolio for the Inflation head fake | Nucleus Investment Insights

Written by Tim Fuller | June 10, 2021
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.
 
On the agenda:
  • Now vs History
  • Commodity prices
  • Inventory Cycle
  • Scenarios
  • Investment positioning

View the presentation slides

 

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Tim Fuller is Head of Advice at Nucleus Wealth.

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