MB fund

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MB Fund Podcast: China’s Iron Ore Revenge on Australia

In today’s investment webinar MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller cover the continuing saga unfurling with China, our biggest trading partner. As the behemoth in demand of global commodities, it makes a lot of sense to consider China’s real influence in both global

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MB Fund May 2021 Performance

The market is oscillating between value and growth months. In May it was the turn of value portfolios (including ours) to outperform. Our direct equity portfolios beat benchmarks by over 1% on the month and our tactical asset portfolios finished up between 1% and 2.7%. We have, however, called time on the value trade. The

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MB Fund Podcast: Beware the inflation snap-back: the supply chain pig in the python

In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation. The inventory rebuild/supply chain “pig in the python”. The price signals of today are creating the excess capacity

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Beware the inflation snap-back: today’s inflation isn’t 1970s (part 1 of 4)

Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from investment newsletters. I have an alternative scenario for you. Current inflation is supply-chain and commodity bubble-based, temporary, and the recent price signals will actually create the opposite effect.  It is a detailed argument. So, I’m going to present the alternative

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MB Fund Podcast: Beware the inflation snapback!

In today’s investment webinar (LIVE 12:30pm AEST), Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are set to provide the lay of the land on our contrarian view of inflation. Topics on the agenda: Inflation today is not the same as inflation in the 1970s.

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MB Fund Podcast: Australian Budget – Do 10 years of deficits matter?

In this week’s investment podcast, MB Fund’s Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate if 10 years of Australian budget deficits actually matter Topics covered: Key budget parameters & investment implications No more big New Zealand Labour market tightening and unemployment Immigration How stimulatory is

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MB Fund Podcast: Will battery tech ice the petrol car? With Paul Martin

This week our attention turns to the growing electrification of our world. Nucleus Wealth’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by energy aficionado Paul Martin to help us determine if battery tech will ice the petrol car You can read Paul’s articles here: https://www.linkedin.com/in/paul-martin-195763b/ Timestamps: 00:00 intro 01:27

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April Australian property market update

Australian property market prices continued to climb over the last month, and mortgage interest rates stayed constant. There are some extraordinary divergences in affordability. It has never been cheaper in most markets to service a mortgage, but never more expensive to save for a deposit or pay off the loan. In general, housing valuation and

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MB Fund Podcast: Why it’s time to move assets offshore

In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss why it’s time to move assets offshore Following the Great Pandemic of 2020, the global economy is entering a robust recovery. This new business cycle is not like those that have come

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An introduction to Retirement Planning: The 4 L’s

The thought of retirement can leave most people with a remarkable range of emotions. For many, it proposes a terrific milestone of life that frees up time to pursue opportunities for leisure, travel and more time with family. For others, it poses an ominous end of reliable income and stability, leaving anxiety about the unknown

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Quick Q1 2021 reporting season update

The Q1 2021 reporting season is in full swing in the US, Europe and Japan and profits are booming. Markets are expensive, but if the upgrades keep coming the current prices won’t look so bad… In the US, even the company at the worst 25th percentile has seen upgrades to forecasts: Disclaimer: Q1 2020 to

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MB Fund Podcast: From the Frontlines of Australia’s Housing Boom, w/ Catherine Cashmore

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 property buyers advocate Catherine Cashmore to get an on the ground look at Australia’s housing boom. After a tumultuous 2020, that saw rocky and rebounding equity markets,

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MB Fund March 2021 Performance

March was a month for value stocks to shine. Global markets boomed, up 5% and Australian markets rose 2.4%.  We had positioned our portfolios for a rise in bond yields and a rotation to value stocks and so our portfolios outperformed benchmarks. Our asset allocation portfolios all rose as well, our growth portfolio the best,

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MB Fund Podcast: Are markets cured of COVID at last?

With vaccine clotting issues causing delays to rollout worldwide, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, senior analyst Radek Zeleny, Head of Advice Tim Fuller the investment team investigate if this be catalyst for a stock market stumble Locally, our own federal government is currently under fire for a slow

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MB Fund Podcast: Boom or bust for the Australian dollar?

Will the Australian Dollar (AUD) continue to climb in 2021? In today’s investment webinar, Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller discuss where next for the Australian dollar. On the agenda: Global and Australian growth Interest rate differentials Investor sentiment and technicals The relative

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MB Fund Podcast: Positioning for success in post pandemic global markets (now with in-studio video)

This week our attention turns to global stocks post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the various sectors in the market on the search for reliable growth. With traditional defensive stocks not currently behaving defensively, the new challenge lies in optimising global coverage that positions for growth

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MB Fund Podcast: Are We Experiencing a Commodity Supercycle? (Now with in-studio video)

 In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate the question “Are we experiencing a Commodity Supercycle?” View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/03/supercycle.pdf As the world is tiptoeing its way out of the coronavirus pandemic, the consequent surge in the price of

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MB Fund Podcast: Reset – Restoring Australia post pandemic with Ross Garnaut

 In today’s investment webinar, MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined by Australian economist, Professor Ross Garnaut to talk about his latest publication ‘Reset: restoring Australia after the pandemic recession‘.   The pandemic has brought immense disruption to the Australian way of life,

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MB Fund Podcast: Seeking value in alternative markets with Adrian Redlich

Nucleus Wealth’s Head of Investments Damien Klassen,  Head of Advice Tim Fuller and Adrian Redlich, Chairman of the Merricks Capital Investment Commitee give the rundown on seeking value in alternative markets. You can find Adrian at Merricks Capital On the agenda: An overview of the crisis – vaccines, recovery, asset classes to watch Real estate

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MB Fund Podcast: Housing roars upwards, with Dr Cameron Murray

MB Fund’s Chief Economist Leith van Onselen, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Economist Dr Cameron Murray discuss the drivers behind Australian Housing’s recent upwards roar. You can find Cameron at Fresh Economic Thinking On the agenda: Strongest growth in property prices since 2003 Mortgage & Auction markets are booming

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MB Fund Podcast – Inflation: Mirage or Oasis?

MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures On the agenda: Inflation factors: commodity prices, supply disruptions, structural & cyclical factors Deflation

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MB Fund January 2021 Performance

January saw equity markets take a breather after a strong rally into the end of the year. Equity markets were mixed, the Dow down 2%, S&P 500 down 1%  while Nasdaq powered on +1.4%. Globally, France lost 2.7%, the United Kingdom slipped 0.8%, Japan added 0.8% while here in Australia we edged forward 0.3%. Defensive

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What to expect when seeking financial advice?

Seeking financial advice can be a daunting endeavour. With more than 80% of Australians without financial advice, and 45% of the adult population calculated to be financially illiterate, there is proof that work needs to be done to help more people get help with their personal finances. This article aims at those who had never