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
In the inaugural episode of our MB Fund Empower Podcast, MB Fund’s Head of Operations Shelley George is joined by our Head of Advice Tim Fuller to talk about all things Superannuation Empowering you to develop money and investing as tools for living your fullest life. Can’t make it to the live series? Catch up
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
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
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,
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
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
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
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
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
MB Fund’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller lay out the Bull Case for Investment Markets in 2021. Global equities, as of this week, have gained around 70% since the nadir of the market falls in march — an outcome few would have predicted during a global pandemic. But will
MB Fund’s Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate FInancial Adviser Christopher Whaler dive into the art of financial advice On the agenda: When do you need advice? What can advice offer you? What is the process for advice? What options are there for advice? Why pay for ongoing service?
There has been a lot written about the Gamestop saga in the last week. I want to discuss the medium-term market impacts rather than moralising about who is right and wrong. While I doubt it marks the top of the current market, there are some concerning signs. Quick background The wallstreetbets forum on Reddit spawned several short squeeze raids
In today’s investment webinar, Nucleus Wealth’s Head of Investments Damien Klassen and Head of Advice Tim Fuller are joined by Co-Portfolio Manager of Resonant Asset Management, Nick Morton to determine if Gamestop (GME) spells game over for hedge funds You can find Nick at https://www.resonantam.com.au/ Agenda: Reddit targets: Gamestop + others The future for short
MB Fund’s Head of Investments Damien Klassen, Head of Advice Tim Fuller and Managing Director of Global Mining Research, David Radclyffe, investigate if Mining is experiencing a short-term blip, or a structural boom You can find David at http://www.globalminingresearch.com/ On the agenda today: Gold: relationships between gold miners & gold price Iron ore & Lithium:
MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Advice Tim Fuller ask the trillion dollar question: Will Biden trigger a market boom or market bust? President Joe plans to begin immediately unwinding his predecessor’s policies on immigration, climate and other issues on Wednesday with at least 15 executive
In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Head of Operations Shelley George are joined by prolific trader, avid podcaster, and the Chief Derivative Market Strategist of Big Picture Trading, Patrick Ceresna. We wanted to bring Patrick on to get a trader’s perspective of current macroeconomic and trading trends such as:
In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Head of Operations Shelley George investigate how high Bitcoin can go. We give a background on the technology used in Bitcoin, a breakdown of what private money (like Cryptocurrency) is, how and why Bitcoin is valued, and analysis of what this means for
November saw equity market returns surge on the back of US election result clarity and positive news from a trifecta of COVID19 vaccine results. Markets broke many global records and the US equity indices hit new all-time highs as the vaccines fuelled the rotation into cyclical stocks and regions as well as providing a boost
Government bonds have long been a mainstay in a properly balanced portfolio but need to be employed with caution. As we have seen over the last few years, the cratering of central bank interest rates has seen some remarkable opportunity for those with a well constructed portfolio. To share her thoughts on the topics, today
Australian property prices are set to boom in 2021. Why? Australia’s successful elimination of COVID-19, the economy’s better than expected recovery, and the unprecedented fiscal and monetary support have stars aligned for strong Australian property price growth in 2021 In today’s episode, MB Fund’s Chief Economist Leith van Onselen, Head of Investments Damien Klassen and
This week we look to next year, after one of the most tumultuous global and market environments in living memory through the lens of our popular mega trends series. On the agenda The 7 long term investment trends, post COVID19 What COVID19 has changed How we use these trends in our investments (and how you
This week we turn our attention to the previously unloved (and underperforming) but now surging area of the stock market, value stocks. The question on everyone’s mind; will it last? So join us in today’s investment webinar, as MB Fund’s Head of Investments Damien Klassen, and Head of Operations Tim Fuller hypothesise if the great
With the heavy amounts of Government stimulus being provided worldwide this year in response to Coronavirus’ economic impacts, we wanted to get the perspective of Adelaide University’s Dr. Steven Hail as to if this stimulus was essentially MMT in all but name Our Agenda includes: • Quick background to MMT • MMT and Inflation expectations
Hot off the presses; MB Fund’s Head of Investments Damien Klassen was interviewed by Luke Housego in the AFR’s 7 questions series. The questions covered: Damien outlining our belief that a vaccine will bring back international travel sooner than most think If February’s ASX highs are within reach Will Microsoft’s cloud computing can take away
October saw domestic multi-asset portfolios achieve small gains with Australian equities the prime driver. International markets fell reflecting uncertainties of the US election and the deteriorating lockdown situation in Europe. Australia equities gained with the improving situation in Victoria with respect to Covid shutdowns, and proved one of the better equity markets over October as
We discuss the history Australian-Chinese relations, China using this as a foundation for creeping influence into Australia, and the resulting escalation of tensions; including Chinese demands of Australia and recent blocks on numerous commodities. We discuss the evident decoupling and cover the economic impacts of the commodities blocks and decrease in Chinese tourism and students
Note: This is part 1 of our performance report looking at Australian and International direct share portfolios. Part 2 is the asset allocation performance report that will come out after the returns for comparable funds become available. Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on
In today’s investment webinar we discussed the RBA’s recently unveiled plans to drop interest rates to unprecedented levels to support the Australian economy and property market, but the million dollar question is, will it work? To help determine this, MB Fund’s Head of Investments Damien Klassen and Head of Advice Tim Fuller are joined by
