January Podcasts: Megatrends 2023, What's Instore For 2023?, Fundamental Bears vs Technical Bulls and Early Reporting Season Indications and Valuation Roundup

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

Nucleus Wealth

Megatrends 2023

In this investment webinar, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discussed where we are up to with the 7 key long-term Investment trends that we have been covering for many years.

Agenda:

  • Inequality
  • Demographics
  • Female participation
  • Rising debt
  • Falling taxes
  • Rising trade
  • Energy costs

Watch the episode here.


What’s Instore For 2023?

The turn of the year is when strategists and forecasters from around the globe look to their crystal balls and prognosticate on the likely events for 2023.

This week, we hit David & Damien with forecasts from a number of leading market strategists and geopolitical commentators to see how likely they think the outcomes.

Agenda:

  • Economic
  • Geopolitical
  • Investment
  • Investment implications

Watch the episode here.


Fundamental Bears vs Technical Bulls

There are a host of economists expecting a recession. There are a bucketload of financial strategists expecting a market downturn. So, why are the technical analysts bullish?

In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr as we weigh in on this.

Agenda:

  • 3 effects
  • Economy
  • Valuations
  • Earnings
  • Price Movement
  • Investment implications

Watch the episode here.


Early Reporting Season Indications and Valuation Roundup

In this investment podcast Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr looked at the early results from reporting season and how expectations are changing.

We also scooted around the world looking at sector and country valuations, where looks cheap and which countries have run too hard.

Agenda:

  • Global Earnings overview
  • Australia vs World
  • Sectors
  • Stocks
  • Implications for markets

Watch the episode here.


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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.

Damien Klassen
Head of Investment
Nucleus Wealth

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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