Is inflation crashing?

Is inflation crashing?

Inflation has fallen rapidly and is approaching central bank targets in many countries. Is inflation going to stop at 2-3%, or will there be an undershoot?

In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, gave insight on 2024’s most important question.

Agenda: Global soft landing, Australian hard

• Global inflation for goods, services and energy
• Australian inflation for goods, services and energy
• Inflation outlook and risks
• Investment outlook

Watch the episode here.

What would a non-Trump president mean for investors?

This time, we look at the macroeconomic and investment impacts of a second Trump presidency. This week we look at the other alternatives:

Watch the episode here.

Income investors beware!

Interest rates are higher than they have been for years and income investors are reveling in the higher yields. But, inflation is crashing around globally and interest rates are likely to follow. How do you protect your portfolios from falling interest rates?

In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, gives his insights on how to protect your portfolios from falling interest rates.

Watch the episode here.

What will Trump 2.0 mean for investors?

While there are still a range of court cases outstanding, Trump is leading most polls for the next president.

In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, do a deep dive at the legal issues and the potential outcomes, the likelihood of a Trump re-election and what it would mean for stock markets and bond markets.

Agenda

• Betting odds
• Legal cases
• Election issues: abortion rights vs border security
• Age concerns
• How can Biden/Trump be replaced
• Investment impact: macro
• Investment impact: sectors

Watch the episode here.

Earnings season unveiled: A tale of triumphs amidst turmoil

The reporting season so far has been highlighted by a few stocks surprising on the upside and rallying significantly. If you take the broader stock market increase to indicate approval, it looks a little strange. Earnings forecast growth for 2024 has almost halved while stocks have rallied.

In this podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen delves into the reporting season so far, looking at winners, losers and trends.

Agenda:

• Quick overview of Q1 season so far
• Magnificent 7
• Where is the market looking?

Watch the episode here.