Global Reflation: Hot Trade or Hot Air? - Nucleus Investment Insights Podcast
While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will follow. Is it the great global reflation or is it 2008 irrational exuberance all over again?
If this episode sounds of interest to you, take a look at the episode below or in podcast form here (links are featured at the bottom right of the player if you wish to listen on your preferred platform).
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.
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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 an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.
Expertise
Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.
Expertise
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