MB Fund Podcast: Early Reporting Season Indications and Valuation Roundup

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In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr looked at the early results from reporting season and how expectations are changing.

We also scoot around the world looking 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

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Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.

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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Samuel Kerr is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.