We believe the important investment factor for 2021 will be managing the inflation scare, followed by its likely disappointment. Nucleus Wealth spent the month of January shifting into stocks and bonds that will protect investors more if inflation expectations rise. January trades included selling consumer staples and growth stocks and buying value stocks like travel,…
There has been a lot written about the GameStop saga in the last few weeks. 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…
Aussie fund manager gives Budget an ‘F’ for FAIL The head of the Australian wealth and superannuation manager Nucleus Wealth, Damien Klassen, has drawn a pointed analysis of the Morrison/Frydenberg budget strategy. “The budget misses the mark bigtime, by focusing on the supply side of the economic equation when in fact the biggest issue by…
