MB fund

4

MB Fund webinar: Cold War 2.0

Join Damien Klassen, David Llewellyn Smith and Tim Fuller as we discuss the new cold war between the US and China and how it affects the world of investment. Listen in to a replay of our webinar Find out below: Take us on your daily commute ! Podcasts now available on iTunes and all major Android

2

MB Fund seminar “the movie”: How to position for the Aussie housing crash

Find below the full series of videos produced out of the recent MB Fund seminar series, filmed in Melbourne including: Leith van Onselen on the Australian housing market; David Llewellyn-Smith on Australian housing market in the global business cycle; Damien Klassen on how invest in it; Tim Fuller on what to do. Plus the following in

12

Do financial advisers add any value?

Trying to work out how much value an investment adviser adds to the investment process is difficult, but Vanguard has had a go at quantifying it anyway.  Vanguard’s conclusion is that there are seven key areas adding to around 3% per annum (intermittently rather than every year) that could be added by an adviser (see here for

13

MB Fund August Performance

International stock markets ripped higher in August and both the Australian dollar and bond yields fell, completing a trifecta of investment themes that we have been positioned for. With this backdrop all of our portfolios performed strongly: Given our portfolio tilt toward Quality stocks, our portfolios once again performed strongly over the month of August. Our

11

MB Fund Seminar Melbourne is today!

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. Sydney was terrific and now it is time to do it all again in Melbourne tonight! This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and

3

MB Fund Seminar – book now!

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and

0

MB Fund Seminar series starts next week!

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and

5

MB Fund Podcast: How to benefit from international investment

Join Nucleus Wealth Head of Investments, Damien Klassen, Head of Strategy David Llewellyn Smith and Tim Fuller as we discuss the Why, What and How you can take advantage of the other 98% of world stock markets. View the webinar here.     Tim Fuller is Head of Operations at the Macrobusiness Fund, which is powered

6

Investment tips for the Nervous Investor

This post is dedicated to all of the Nervous Investors out there: you know who you are.  You want to start investing, or invest more, but are frozen by a myriad of concerns: are you buying at the wrong time? you wanted to buy last year but didn’t get around to it, and now you

3

MB Fund July Performance

July marked our first full year of live investment for the MB Fund. We started the year with a view that with Australia at the tail end of historic mining and housing booms, and the US in the middle of a tax-cut driven boom was that the best strategy was to invest heavily in offshore

0

MB Fund Live Webinar – Mega Trends

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

16

MB Fund up for Innovation Gong

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

1

MB Fund Podcast – The BAT has FAANGs

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.    

1

MB Fund Live Webinar – The BAT has FAANGs

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

28

Happy First Boomday MB Fund!

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

18

Super customer has to sue fund to discover holdings

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

3

Employment up, Wages Down? What gives? – Live Webinar Today

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?

6

Magellan turns bearish

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

15

MB Fund tops Australia’s best super funds

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,

0

This Week | MB Fund Webinar : Australian Housing – Boom and Doom

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

9

What does ethical investing cost?

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

0

MB Fund Webinar: Assessing Safe Havens

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

1

LIVE TODAY | MB Fund Webinar: Inside the Safe Havens

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

3

MB Fund June Performance

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

4

The new mining bust is upon us

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

0

MB Fund Webinar: How to pick ‘value’ stocks

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

0

MB Fund Webinar today: How to pick ‘value’ stocks

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

2

Live Today | MB Fund Webinar: China triple threat

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