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: The Investor’s Guide to 2026’s Super El Niño

In this week’s podcast, we’re examining the investment fallout from a potentially historic El Niño — from droughts, floods and crop disruptions to rising food prices and renewed inflationary pressure.

AI Infrastructure Boom: Bubble or Real Growth?

Every time another tech giant announces billions of dollars in spending on AI infrastructure, the same question comes to mind: are we witnessing the next great technological revolution, or simply watching another investment bubble inflate?

Beyond Screening: How Direct Indexing Solves the “Greenwashing” Problem in Ethical Investing

The ethical investing boom has hit a structural wall. For years, super funds and fund managers have funnelled billions into “Sustainable,” “ESG,” or “Ethical” Exchange Traded Funds (ETFs).

MB Fund Podcast: Is the world building too many data centres?

Direct indexing: the next step in a century of investing evolution

If you zoom out, the story of investing over the past 100 years is not really about products.

Gen Z: Why Labor’s Tax Changes Probably Matter Less Than You Think

Everyone is talking about tax.

MB Fund Podcast: The Tax Drag on Your Returns

In this week’s podcast, MB Fund’s Chief Investment Officer, Damien Klassen, explores the hidden cost of portfolio turnover — examining how frequent trading can quietly erode long-term returns through higher tax bills, why every taxable transaction matters, and how a more tax-aware investment approach can help investors keep more of what they earn.

Debunking the “China Loves Coal” argument

The problem with the anti-renewable energy argument is that it is a weaving, bobbing, amorphous line of thinking that changes when you try to pin it down.

Gen X: The Retirement Danger Zone

The tax question that doesn’t matter Generation X is entering what is likely the most important financial decade of their lives.

Millennials: The Real Risk Isn’t Capital Gains Tax

Most Millennials are asking the wrong question Millennials have spent much of the past decade navigating housing affordability, rising interest rates, higher living costs and shifting tax policy.

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