This Afternoon (12:30pm AEST) on the live MB Fund Webinar, Mega Trends, has MB Fund Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets. Rising inequality Baby Boomers Women in the workforce Global debt levels Company tax rates
We are proud to announce that the company behind the MB Fund, Nucleus Wealth, has been named a finalist in the upcoming IFA Excellence Awards for the category “Innovator of the Year – Company”. Thanks to everyone involved in bringing a unique and tailored, quality investment solution that is typically only reserved for high net
Yesterday we did a deep dive on the perennial rise of the big US tech growth giants and some eastern upstarts in Baidu, Ali Baba and Tencent. Unsurprisingly, Apple hit $1Trn market cap overnight. Co-inkydink? You be the judge.
This Afternoon (12:30pm AEST) on the live MB Fund Webinar, The BAT has FAANGs, has MB Fund Head of Investment, Damien Klassen and Tim Fuller having a look at the perennial rise of the big US tech growth giants and some eastern upstarts in Baidu, Ali Baba and Tencent. Looking at growth stocks in general Is it too
The MB fund has turned one year old. Our first year has been a cracker: These numbers are preliminary but you get the idea! It’s Happy Boomday MB Fund! ————————————————– 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
The ABC is reporting a fascinating story of David v. Goliath in the super sector: Super funds are legally required to pass on information that members need to make decisions about their investments. But nobody has ever tested whether strategies to deal with climate-related risks is information covered by that section. “There’s inherent risks to investing in
This Afternoon on MB Fund Webinar, Employment up, Wages Down? What gives? will have Leith Van Onselen, Damien Klassen and Tim Fuller having a look at the Australian Labour market as it stands today. Whats the state of play? Where is the labour market trending in Australia? Do we have a new employment boom on our hands?
Via the AFR: Magellan boss and Rich Lister Hamish Douglass is preparing for the possibility that the US 10-year Treasury yield breaks through 4 per cent in 12 to 18 months’ time, sparking a 30 per cent sell-off in global equities, should the US Federal Reserve find itself surprised by resurgent inflation. While that sounds
Via The Australian: Industry super fund Hostplus is taking a contrarian view on the market as it celebrates being named Australia’s best-performing super fund for the second year running. The fund’s balanced option posted a 12.5 per cent return for the 2018 financial year, smashing the median return of 9.2 per cent across the industry,
This week on MB Fund Webinar, Australian Housing – Boom and Doom will have Economist Leith van Onselen and Strategist David Llewellyn-Smith join, Damien Klassen and Tim Fuller as they deconstruct the Australian Housing Market: Current snapshot of Australian housing. Deep dive into Sydney and Melbourne. Outlook confronting the market. Feel free to send questions
Jeremy Grantham’s GMO offered a recent presentation talking about climate change and investing at the LSE: http://www.lse.ac.uk/GranthamInstitute/news/the-mythical-peril-of-divesting-from-fossil-fuels/ The main chart that caught my eye was a one on the long-term effect of excluding an entire sector from the index : Basically, my interpretation is that if you decided to exclude an entire sector from your investment
Yesterday on MB Fund Webinar, Good Defence is the Best Offence, David Llewellyn-Smith, Damien Klassen and Tim Fuller examined: Can volatility be viewed as a whole or a sum of many parts? Assessing the traditional safe havens: cash, bonds, gold, USD How stock selection can help insulate a portfolio in volatile times Tactics used at Nucleus
This Afternoon on MB Fund Webinar, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller taking a swing at market strategies. Can volatility be viewed as a whole or a sum of many parts? How stock selection can help insulate a portfolio in volatile times? Where are the safe havens
June continued to see positive returns across our portfolios, our Australian fund was up 2.3%, International up 1.3% and the tactical funds up between 0.3% and 0.9%. These returns were supported by a fall in the Australian dollar, which added significantly to performance in June. June was a strange month from a performance perspective. World
In this episode of MB Fund Webinar, Resources – Dirty Business will have David Llewellyn-Smith, Damien Klassen and Tim Fuller talking dirty on Australian Resources. Resources sector valuations Commodity price outlook World commodity demand Find out below: Take us on your daily commute ! Podcasts now available on iTunes and all major Android Podcast Platforms for Nucleus Insights. For
MB fund’s CIO, Damien Klassen comments on the recent events in the Banking and Financial Planning Industry.
This episode of MB Fund Webinar, Quant Rocks : Value is Key [3/4] will have Head of Investments – Damien Klassen and Tim Fuller discussing Damien’s favourite tool. How do we pick ‘Value’ stocks ? Man vs Machine: Where do quant processes help, where do they hinder ? How Value stocks perform over the long
This Thursday| How do we pick ‘value’ stocks ? 28th June, 12:30 PM (GMT + 11:00) This Afternoon on MB Fund Webinar, Quant Rocks will be covering a Damien special, Value is Key. Tim Fuller will be looking into Head of Investments – Damien Klassen’s favourite tool in picking stocks. How does Nucleus pick ‘Value’ stocks
This Afternoon on MB Fund Webinar, March of the Red Dragon will have David Llewellyn-Smith joining Damien Klassen and Tim Fuller to cover the latest from China. How will Xi respond to Trump’s Trade War? How will it deal with a tightening Fed? How will it deal with its debt bomb? What are the implications
May continued to see positive returns across our portfolios, our Australian fund was up 2% and the rest were up around 1% over the month. These returns came as protectionist trade rows flared and markets belatedly realised that European growth is slowing more sharply than expected – themes that we were relatively well positioned for.
It’s over and the MB Fund won. The “bond kings” Jeff Gundlach and Bill Gross have been vanquished. How did the MB fund do it? First, recall that Jeff Gundlach has been for the past six months telling everyone to buy emerging markets and commodities. Second, Bill Gross has been telling everyone to bet on a
Today, 12:30 PM (GMT + 11:00) Today on MB Fund Webinar, Quant Rocks – Quality Counts. The Quant Rocks series gives you the opportunity to hear from MB Fund Head of Investments – Damien Klassen. Walking through his tools in picking quality stocks. Join us as Damien and Tim Fuller walk through Quantitative Research Methods
On this episode of MB Fund Webinar, State of the Nation will have Leith Van Onselen joining us as he walks through the hidden figures in the latest National Accounts. Join us as Tim Fuller walks through the report with Leith as they breakdown each segment against current trends. What did the National Accounts show in the March Quarter? What do the National Accounts mean for
This Afternoon | State of the Nation 12:30 PM (GMT + 11:00) Today on MB Fund Webinar, State of he Nation will have Leith Van Onselen joining us to explain the hidden figures in the latest National Accounts. Join us as Tim Fuller walks through the the report with Leith as they breakdown each segment against current trends. What did
LIVE TODAY | The Future of Financial Advice 24th May, 12:30 PM (GMT + 11:00) This afternoon Damien Klassen and Tim Fuller will walk through recent events and what remains of the Financial Advice Sector. Given the recent royal commission’s findings, what impacts will be felt in the financial advice sector? Is this the end of aligned (bank) advice? What changes are on the
The next step in MB’s attack upon overpriced, under-serviced, opaque and mismanaged funds is here. Behold MB Fund 2.0: the portal! Click on the video above, and let David and Tim take you through the exciting new features and functionality of the MacroBusiness Fund Client Portal. Then, click the login button to experience the portal
In this episode of Nucleus Insights David Llewellyn-Smith, Damien Klassen and Tim Fuller take a look at investing ethically. How far should you go? Are there be any restrictions on your potential portfolio development? What is your bottom line? Join us and listen / watch ahead. Take us on your daily commute ! Podcasts now
Readers will know for that since the global business cycle turned eight years old in 2017 I’ve been on end-of-cycle watch. This position is based upon the simple history of US business cycles which average eight years. Our own cycle is now very long in the tooth: For several years I have also looked to
WEBINAR LIVE THIS AFTERNOON 17th May, 12:30 PM (GMT + 11:00): Ethical Impacts on your Bottom Line Join David Llewellyn-Smith, Damien and Tim as they take a look at the impact of ethical investments to your portfolio. – Weighing up the pros and cons of applying ethical investment choices. – Can we make a difference ?
Catch up on the falling dollar, hear from David Llewellyn – Smith, Damien Klassen and Tim Fuller. As we take a look into the recent free fall with the AUD. Is there more to fall? What impact would overseas affairs have on the AUD? Listen ahead from the team on their thoughts paired with detailed
