Damien Klassen

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 firms, 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.

MB Fund Podcast: Is The Gold Boom Turning to A Bust?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether the gold boom is starting to lose its shine — exploring what’s behind the recent cracks in the rally, and whether investors should be taking profits or buying the dip.

MB Fund Podcast: ASX – High Prices, Low AI Exposure

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines why Australia’s stock market looks expensive compared to global peers—and whether the nation’s limited exposure to high-growth tech and AI could see it left behind once again.

MB Fund September 2025 Performance

The 12 months ending 30 September were volatile.

Stock Market Looks Expensive? Blame the Giants

The global stock market looks stretched at first glance—but the story is more nuanced once you dig beneath the surface.

MB Fund Podcast: Housing Affordability Gets Flattened Under Rising Prices

In this week’s podcast, we are taking a look at the crushing weight of Australia’s housing market—why affordability is being flattened under rising prices, what’s driving the squeeze, and what comes next for buyers, renters, and investors.

MB Fund Podcast: Market Looks Expensive? Blame the Giants

In this week’s podcast, we are unpacking today’s stretched market valuations—why they’re really concentrated in just a handful of the largest stocks, why small and mid-sized companies may actually be trading below average, and how investors should think about growth versus price.

The Economics of Data Centres

The explosion of artificial intelligence has triggered one of the largest capital expenditure booms in history.

MB Fund Podcast: The Economics of Data Centres

In this week’s podcast, we are unpacking the economics behind the data centre capex boom—where the money is coming from, where it’s going, and what kind of returns investors can expect.

MB Fund Podcast: Ripple effect of Chinese EV Overinvestment

In this week’s podcast, we are digging into the overinvestment in Electric Vehicles in China, and what it means for the rest of the investment market.

MB Fund Podcast: Is Oracle About To Make It The Magnificent 8?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at Oracle, where Larry Ellison is suddenly threatening Musk for the title of the world’s richest man and profits are looking like 10xing.

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