MB fund

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MB Fund Podcast: The Future of Energy, with Bruce Thompson of Greensync

In today’s investment webinar MB Fund’s Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr are joined by Energy Expert Bruce Thompson to discuss Greensync, and how electricity, power grids, battery technology and solar power will change in the near future On the agenda: Future of energy markets/grids; off-grid vs national vs local

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MB Fund October 2021 Performance

October was not our month. Stock markets pulled back but rebounded mid-month to end in the black on the back of encouraging corporate earnings and an easing of fears around China’s property sector. Our core portfolios underperformed as the market took a wait-and-see approach on our over-weight travel stocks that were due to report in

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MB Fund Podcast: Are Supply Chains broken?

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Senior Financial Adviser Sam Kerr investigate if supply chains are broken On the agenda: Two scenarios to drive the market Lumber Shipping Semiconductors Cars View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future

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MB Fund Podcast: The Iron Ore Catastrophe

In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Officer Jayden Stent dive into The Iron Ore Catastrophe that’s currently unfolding On the agenda: Chinese construction hard landing Iron ore incredibly oversupplied short term Iron ore ludicrously oversupplied long term Other commodities Implications for miners Implications

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MB Fund Podcast: RBA loses control of Interest Rates

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and guest host Jayden Stent cover the RBA losing control of Interest Rates On the agenda: Forward guidance Bond yield changes Bank Lending Commodities & AUD Immigration & Students Investment implications View the presentation slides Click here to subscribe to our YouTube channel to

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MB Fund Podcast: Are Company Profits Booming or Busting?

In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent uncover if Company Profits are booming or busting? On the agenda: Top down US Earnings Regional Earnings Sector earnings Inflation Individual stocks Investment outlook View the presentation slides Click here to subscribe to our

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MB Fund Podcast: The Great Energy Bubble and Bust

In today’s investment webinar MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent discussing if an Energy Crisis is inevitable On the agenda: Roll up for the amazing energy bubble Demand drivers Supply drivers Paths of resolution Investment implications View the presentation slides Click here to subscribe

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MBFund September 2021 Performance

September saw stock markets pull back as issues around growth and inflation hit markets. Our core portfolios performed much better than markets, our core Australian portfolio was flat vs the Australian market down 2%. Our core International fell 2% vs the MSCI World down 3%.  The Chinese property slowdown has been lost in headlines worried

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MB Fund Podcast: Stagflation!

In today’s investment webinar Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Marketing Coordinator Jayden Stent discuss Stagflation! View the presentation slides On the agenda: US inflation strong Chinese inflation weak, except for US Commodities battleground/energy crisis Monetary and fiscal policy Australian inflation Investment implications Click here to subscribe to

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MB Fund Podcast: Why are Australian Banks so profitable? w/ Matthew Johnson

In today’s investment webinar MB Fund’s Head of Investments Damien Klassen, and Senior FInancial Advisor Mark Monteiro are joined by Matthew Johnson, the Principal of Signal Macro to discuss our thoughts on why Australian Banks are so profitable compared to International Banks. Click here to subscribe to our YouTube channel to be notified when this

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MB Fund Podcast: The New (Economic) Chinese Contagion

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro sit down to discuss China’s new Economic contagion (their construction sector) View the presentation slides On the agenda: – Evergrande a symptom, not a cause – World wages rebounding – Structural changes are muddying the water – Australia

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MB Fund: August 2021 performance

August was another strong month for the stock market. Our tactical portfolios performed well. Growth led the way up 2.9% over the month. We spoke last month about selling Australian stocks into the rallies, believing there will be a slow down in the next few months led by China and so far in September that

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MB Fund Podcast: Where are all the broke companies? w/ Barry Kogan & Jonathan Rochford

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by Private Debt specialist Jonathan Rochford of Narrow Road Capital, and Insolvency expert Barry Kogan of McGrathNicol to answer the question “where are all the broke companies?” On the agenda: What Barry & Jonathan are seeing

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MB Fund Podcast: Trump broke the Shiller P/E. Here’s our simple fix

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, Head of Operations Shelley George, and Senior Financial Advisor Mark Monteiro shed light on how Trump broke the Shiller P/E ratio, and how we’d suggest fixing it For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a number of

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Send your portfolio to the Moon

I had a fascinating space investment conversation (podcast) yesterday with Dr Andrew Barton, an engineer specialising in space technologies with a long career in both Australia and internationally. For me, what is incredible is the pace of cost reductions being seen in the sector. Elon Musk’s SpaceX has brought the cost of launching equipment into

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MB Fund Podcast: Does your investment portfolio need Space? With Dr. Andrew Barton

In today’s investment webinar, MB Fund’s, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by space investment professional Dr. Andrew Barton to discuss opportunities in the industry and if your portfolio needs space On the agenda: Background on recent breakthroughs and cost changes Current investment avenues: defence contractors, SpaceX/Blue Origin,

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A new and improved Shiller P/E

Last week I dealt with the less controversial changes to the Shiller P/E. You probably want to read that first. In this post, I derive a more advanced version: CAPE 3.0. The main finding? If you measure it differently, the last 20 years go from being an expensive aberration to a typical investment period. Factors

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MB Fund Podcast: The Chinese economy’s hard landing

In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro discuss the Chinese Economy’s Hard Landing On the agenda today: Background Three scenarios: hard landing in old economy; hard landing in wider economy; bailout. Investment implications View the presentation slides Click here to

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MB Fund announced winner of 2021 IMAP Innovation award

The MB Fund are delighted to have received the 2021 IMAP Managed Account Award in the Innovation category! Innovation is a core part of the MB Fund. We know a lot of companies say that, and it’s almost a prerequisite of doing business these days, but it’s a value we’ve ingrained in the fabric of Nucleus

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MB Fund Podcast: Australia’s Path out of Lockdown is Paved with Potholes

In today’s investment webinar, MB Fund’s Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro set the scene for the rocky economic path out of lockdowns On the agenda: The consensus view is that Australia’s economic rebound will be swift once lockdowns ease. But there is good reason

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MB Fund July performance

July was another strong month for the stock market. Our tactical portfolios performed well, up between 1.7% and 2.6% over the month. And August has been more of the same. We have been selling Australian stocks into the rallies, believing there will be a slow down in the next few months led by China. International

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MB Fund Podcast: Will Wages Grow in 2021-22?

In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss if wages will grow in 2021 – 2022 On the agenda today: A decade of stagnation World wages rebounding But structural changes are muddying the water Australia has different issues Investment implications View

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MB Fund Podcast: The shortest commodity supercycle ever?

In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Financial Advisor Mark Monteiro discuss what’s seemingly been the shortest commodity supercycle ever On the agenda: No more talk of a commodity supercycle Macro perspective China Micro Investment Implications View the presentation slides    Can’t make it

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Global earnings rocket

Most of the global reporting season is over before the Australian reporting season has begun. It has been a cracking reporting season; upgrades are running as high as they ever have for US large-cap stocks: As many of you know, I’m tracking two potential scenarios: Stock markets grind higher on the back of improving earnings

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MB Fund Podcast: Can the profit boom last?

In today’s investment webinar Nucleus Wealth’s Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Financial Advisor Mark Monteiro explore reporting season, and if the profit boom can last On the agenda: Top down US Earnings Regional Earnings Sector earnings Inflation Individual stocks Investment outlook View the presentation slides  Can’t make it to

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MB Fund Podcast: Beware the Growth Scare

In today’s investment webinar MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Financial Advisor Mark Monteiro sit down to discuss why you should beware the growth scare! On the agenda: This is a risk scenario, not a base case China US Offsets Assets View the

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MB Fund June performance

June was another strong month for the stock market. Our tactical portfolios performed well, up between 0.9% and 2.1% over the month. On the one hand, we timed the rotation out of value stocks and into quality stocks well; the inflation fears that were so prevalent a few weeks ago have faded as our inventory supercycle thesis

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MB Fund Podcast: Australia’s Remarkable Jobs Recovery, with CBA’s Gareth Aird

In today’s investment webinar (LIVE 12:30pm AEST), MB Fund’s Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by CBA’s Head of Australian Economics, Gareth Aird to discuss Australia’s Remarkable Jobs Recovery. Topics covered: Australia’s unemployment rate fell to decade low in June. Tightest job market