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Nucleus Wealth’s Head of Investments Damien Klassen was featured in a webinar posted earlier this week with Martin North of Digital Finance Analytics that appeared on the DFA YouTube channel, in an overarching assessment of Nucleus' views on the state and direction of the worldwide economic landscape

The presentation includes a discussion on 7 long-term trends such as rising Inequality, Boomers moving out of the workforce, rising debt and changing energy costs. Following this, mid-term cycle trends including high Corporate debt, Chinese investment and Australian Credit Growth. Finally, short-term trends such as central bank assets and political issues (Trade war, Hong Kong tensions, Brexit) paint how we should perceive the immediate future.

This is summarised with the investment outlook, where Damien covers how we see Cash, Bonds, Australian Property, Australian Shares and International Shares in the current investment climate

 

 

Martin North was recently featured on an episode of Nucleus Investment Insights focused on where Australian property sits currently, housing development, a rebuttal to the market bull case and the clash between banking regulation and government policy pushing housing

 

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Webinars
Damien Klassen
Post by Damien Klassen
December 3, 2019
Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firm, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus Wealth, selecting stocks suggested by analysts and implementing the asset allocation. Damien started Nucleus Wealth after 20+ years in financial markets. He wanted to come up with an investment solution for ordinary investors that delivers the same types of personalised investment portfolios high net worth investors use.