In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr, and Chief Strategist, David Llewellyn-Smith discuss the recent fall in equity values back to more normal values.
Agenda: Markets are no longer expensive… Is it time to buy?
- Valuation overview
- Global tightening, fiscal and monetary
- European economy, the war and energy
- Chinese economy, the property bust and COVID
- US economy and the Fed
- Implications for markets
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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.