In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro discuss the Chinese Economy's Hard Landing
On the agenda today:
- Background
- Three scenarios: hard landing in old economy; hard landing in wider economy; bailout.
- Investment implications
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
Timestamps
- 00:00 intro
- 01:20 Background on China's current economic situation
- 09:53 Is this time different?
- 18:30 Scenario one, hard landing in old Chinese economy
- 26:14 Scenario two, hard landing in a wider economy
- 33:20 Scenario three, bailout and boom
- 36:43 Where is China's economy in 5 years?
- 40:30 What does this mean for markets
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Damien Klassen is Head of Investment at Nucleus Wealth.
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.
