This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits. Join MB Funds’s Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: – Who the changes will affect most – How
This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits. Join MB Fund’s Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: – Who the changes will affect most – How these changes
This week’s LIVE webinar (12:30pm AEST, Thursday 7 Feb) – we explore the state of the four main pillars of Australian growth and the potential impacts on the economy. Join Nucleus Wealth’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at: – Household
This week’s LIVE webinar (12:30pm AEST, Thursday 7 Feb) – we explore the state of the four main pillars of Australian growth and the potential impacts on the economy. Join MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at: –
This week’s LIVE webinar (12:30pm AEST, Thursday 31 Jan) – we explore the key bear themes that will have an impact on world markets in 2019. Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: – China – Can China arrest falling growth with
This week’s LIVE webinar explores the prospects for global shares over the next 12 months Join MB Fund’s Head of Investments Damien Klassen and Tim Fuller as we look at: – The showdown between stocks and bonds, which will be the best performer in 2019? – What has been happening behind the scenes with MB
This week’s LIVE webinar (12:30pm AEST, Thursday 24 Jan) – we explore the prospects of global shares over the next 12 months Join MB Fund’s Head of Investments Damien Klassen and Tim Fuller as we look at: – The showdown between stocks and bonds, which will be the best performer in 2019? – What has
This week’s LIVE webinar – we explore the often overlooked world of BONDS. Join MB Funds’s Head of Investments Damien Klassen and Tim Fuller as we look at: – What are bonds and the different types available – How they should be classified and how to use them effectively – How bonds fit into a
This week’s LIVE webinar (12:30pm AEST, Thursday 17 Jan) – we explore the often overlooked world of BONDS. Join MB Fund’s Head of Investments Damien Klassen and Tim Fuller as we look at: – What are bonds and the different types available – How they should be classified and how to use them effectively –
This week’s LIVE webinar (12:30pm AEST, Thursday 20 Dec) – we explore what can really go on behind the closed doors of investment managers. Only when the tide goes out do you discover who has been swimming naked. Warren Buffett It is a market truism that a rising stock market can hide a lot of
Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at – the current economic data coming out of China – Headwinds facing another major local boom – How these themes will impact investment across the world Webinar slides click here The information on this webinar contains
This week’s LIVE webinar (12:30pm AEST, Thursday 13 Dec) – we look at CHINA. Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: – the current economic data coming out of China – Headwinds facing another major local boom – How these themes will
This week’s webinar is an Australian Housing Crash update. A slump in auction clearance rates, tightening credit, revelations of huge amounts of ‘liar loans’ and of course, falling house prices. Our take on how far it can go, and how we are positioning portfolios to avoid the fallout and take advantage of opportunities. Take us
This week’s webinar (12:30pm AEST, Thursday 22 Nov) we have a full house in Leith, David, Damien and Tim for an Australian Housing Crash update. A slump in auction clearance rates, tightening credit, revelations of huge amounts of ‘liar loans’ and of course, falling house prices. Our take on how far it can go, and
This week’s webinar (12:30pm AEST, Thursday 15 Nov) we have a full house in Leith, David, Damien and Tim as we take a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Bubbles – Classifying which type of bubble we are in – Identifying the key
This week’s webinar is a focus on the structural problems with superannuation: – How tax breaks are skewed – Superannuation isn’t working at getting people off the aged pension – Problems with superannuation funds in focus at the Royal Commission – Investment opportunities Find out below: Take us on your daily commute ! Podcasts now
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
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
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
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
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 ?
MB Fund Webinars, now available on Podcasts Since our MacroBusiness Road-Show in September, we heard your feedback for a podcasts series during your morning commute to work. First we introduced MB Fund Webinar series, live every Thursday, keeping you company during your break. Today we present to you MB Funds Podcasts, available on iTunes and all major Android
Ahead of the May budget Gunnamatta spoke with Leith van Onselen and David Llewellyn-Smith about the economic outlook and the unfolding Australian economic narrative. In a wide ranging discussion Leith and David cover Australia’s reliance on commodity exports and the implication a subsiding global commodity market has for this dependence, as well as the potential
Ahead of the ABC’s planned 4 Corners report on a ‘Big Australia’ and discussion about Australian immigration planned for Q&A, Gunnamatta spoke with Leith van Onselen about Australia’s immigration backdrop and the significant ramp up of immigration numbers which occurred in 2006, as well as recent calls for immigration levels to be reduced. In a
In the wake of the 2017 Federal Budget and with prices for Australia’s major commodity exporting slumping Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the Australian economy and its key drivers and outlook. In a wide ranging discussion they cover the role that immigration is currently playing in sustaining Australia’s current economic
Upon the release of the new book ‘Game of Mates’ he has co authored with Paul Frijters about grey corruption and insider networks across a range of Australian economic sectors, Gunnamatta spoke with Cameron Murray about corruption, vested interest influence on political decisionmaking and resistance to public accountability and reform. In a wide ranging discussion
Just weeks out from the 2017 Federal budget Gunnamatta spoke with David Llewellyn Smith and Leith van Onselen about the economic backdrop framing budget decisions, as well as the dynamics of Australia’s key commodity exports and the implications this has for the economic outlook, employment, incomes growth and the housing market. With the federal government and
With the Brexit vote in June and the Donald Trump win in the U.S. Presidential election in November 2016 delivering an electoral riposte to a generation of increasing globalisation, Gunnamatta spoke with David Llewellyn- Smith and Leith Van Onselen about how the Australian economy is currently positioned, and of the implications for Australian economic policy
Upon the release of the 2016 Federal Budget Gunnamatta spoke with David Llewellyn-Smith, Leith van Onselen and Callam Pickering of CP Economics about the underpinnings of the budget, the integrity of some of its assumptions and forecasts, and the risks to the economy over the coming year and beyond. In a 45 minute discussion the
