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, which ones are less well positioned and where defense budgets are being spent in the aftermath of the Ukraine war.
In this week’s podcast Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr, delve into the investment implications of the ever-evolving face of modern warfare.
Agenda:
Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.
Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.
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.