In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds.
Agenda:
- Movements in bond yields
- Global tightening, fiscal and monetary
- European economy, war and energy shock
- Chinese economy, property bust and COVID shock
- US economy, inflation and interest rate shock
- Spanish Flu analogy
- Implications for markets
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
---------------------------------------
Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.
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.
