Is a growth shock coming? | Video podcast
Earlier this week I published is a growth shock coming? which was included in today's daily Livewire email. This podcast we recorded last week is a continuation on that post, with indepth analysis of the themes discussed for those wanting further detail
Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, Head of Advice Tim Fuller and Financial Advisor Mark Monteiro sit down to discuss why you should beware the growth scare!
LISTEN IN PODCAST FORM HERE
Links to various podcast platforms are featured at the bottom right of the player if you wish to listen on your preferred one. View the presentation slides
Topics & timestamps:
- 00:00 Introduction and agenda
- 02:30 China's growth scare
- 21:19 the US fiscal cliff
- 25:55 Offsets
- 37:17 Impact on assets
- 46:45 How we're adjusting our portfolios
- 51:03 How much will Biden try to prop up stock markets?
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54:45 Chinese equity markets
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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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