December Podcasts: Ethical investing, recessions and property

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

The World of Ethical Investing

As ethical investing continues to gain interest from the mainstream, and ASIC continues to crack down on greenwashing, we cover everything you need to know about ethical investing today.

Agenda:

• Defining Ethics, ASIC Crackdown
• Effect on portfolio performance
• What are the options
• What are the pitfalls

Watch the episode here.

The 2023 Recession The World Has To Have

Is the world in for a Paul Keating-esque recession it has to have?

Agenda:

• Inflation and Central banks
• Recessionary signs
• Economic Outlook - US, Europe, China & Australia
• Company earnings & valuations
• Investment implications

Watch the episode here. 

Property with Martin North: The Rate Cut That Nobody Noticed

Did you notice interest rates fell in November? You’d be forgiven for missing it in between the RBA’s 7th and 8th consecutive official cash rate hikes. Tune in to hear me discuss this unusual phenomenon with Martin North of Digital Finance Analytics

Agenda:

• Are interest rates increasing or decreasing?
• Proportion of GDP on mortgage repayments
• Mortgage stress
• Investment implications

Watch the episode here.