ASIC recently decided to wind down bank hybrids over a number of years. In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen looks at why and what the options are for Australian investors in the income space. Agenda: APRA Changes Issues View the presentation slides Click ...

In this week's podcast Nucleus Wealth's Chief Investment Officer Damien Klassen look at the Trump trade - what are markets doing as betting odds improve. Agenda: Markets pricing Betting markets Analysts Reporting season Valuations View the presentation slides Click here to subscribe to our YouTube ...

Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and China is not riding to the rescue.

The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.

In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, dives into SMSF investing and looks at the most common mistakes that investors make. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes go live ...

The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China. In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, runs through these issues and ...

There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess capital, which may be as high as 10 times global GDP. While there are moments where it freezes up – by the Bank of Japan most recently, but also by the bank of England last year, ...

After a bout of volatility, stock markets have settled. In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, took a quick look at whether the issues are over or there is more to come. Click here to subscribe to our YouTube ...

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, delved into the arguments for and against more rate hikes in Australia, just as the rest of the world seems resigned to lower interest rates. View the presentation slides ...

After surviving an assassination attempt, Trump is leading most polls for the next president. In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the legal issues and the potential outcomes, the likelihood of a ...