In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve on this topic. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes go live <span data-mce-type="bookmark" ...

This week we also scoot around the world 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 View the presentation slides Click here to subscribe to our YouTube ...

This is the remastered version of our podcast. Our episodes will continue to be recorded live, but we are committed to delivering high-quality audio that is optimized for your enjoyment. By optimizing the audio, removing any technical glitches, and refining the content, we provide a polished ...

While China has been getting closer with Russia in recent years, that is not the bear that we are interested in this week. The data from China continues to be poor, and the government interventions are minimal. Brokers have been calling the bottom for years now, and one day, they will be right. The ...

ESG investing is a complicated area with many ethical dilemmas and moral decisions to be made.

Extraordinary scenes in Russia this week as a coup put a significant dent into Putin's aura of political invincibility. We examine the aftershocks for macroeconomics, political stability and investments. In particular, we look at the investment landscape for defense contractors, which ones benefit, ...

There is debate over what point we are in the cycle. Depending on where we are, there are different stocks that you want to own. Value, growth, defensive, quality stocks - all have benefits at different points in the cycle. In this investment podcast, Nucleus Wealth’s Chief Investment Officer, ...

As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a sign that the Federal Reserve has raised rates until they broke something? In this special episode, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Operating Officer, Shelley George lifted ...

Last night in the US we saw a number of regional banks run into issues and have dramatic falls in share price. A range of the largest US banks including JP Morgan, Bank of America and Wells Fargo fell over 5%. Bond yields tumbled (bond prices rose). This could be the precursor to a deeper banking ...