April podcasts: AI disruption, housing boom vs mortgage cliff, looming credit crunch, and company bankruptcies
Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Disruption! Which Sectors Are Most At Risk From AI Advances
Every day there are new applications for Artificial Intelligence (AI), and a Cambrian explosion of ideas is steaming through workplaces right now.
In this webinar, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr analyse the sectors that have the most to gain, and more importantly, the most to lose from the rise of AI.
Agenda:
- What is AI
- What have been the breakthroughs
- Exponential?
- Industries most at risk
- Countries most affected
- Key Investment Question: Who benefits most
- Investment Outlook
Watch the episode here.
What Happens When A Nascent Housing Boom Meets A Mortgage Cliff
There are early signs that the property market has bottomed, and a number of analysts are calling for prices to start rising as the RBA cuts rates.
We compare this to the upcoming mortgage cliff.
What happens when an irresistible force meets an immovable object?
In this webinar, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Senior Financial Adviser, Samuel Kerr and Chief Economist Leith Van Onselen discuss Leith's recent article “Here comes the house price boom!“ against the backdrop of a cooling economy.
Agenda:
- Prices rebounding
- Are interest rates already falling??
- Mortgage cliff impact biggest unknown
Watch the episode here.
Is The Credit Crunch Tsunami About To Strike?
Over the last few weeks, the Nucleus Wealth team discussed several times the probability of a credit crunch. Now that data is flowing through; the signs are ominous. Bank lending and credit availability have pulled back sharply.
So in this webinar, Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr dive into the factors driving the credit crunch and what you, as an investor, should be doing about it.
Agenda:
- US credit crunch so far
- What are the drivers?
- Is it global?
- Three scenarios
- Implications for assets
Watch the episode here.
After A COVID Hiatus, Are Companies Finally Going Bankrupt?
During COVID, governments around the world suspended normal bankruptcy rules to keep companies alive. And it worked! Bankruptcies plunged in developed countries across the globe.
But now, the rules are back to normal. Bankruptcies are starting to rise once more. Is this a sign that the business cycle is back? Will there be a "catch-up"? Will rising interest rates swamp all other factors?
In this podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Senior Financial Adviser, Samuel Kerr discuss all these questions and more.
Agenda:
- State of play
- Delayed or just back to normal
- Tax office return
- Rough time frame for interest rates
Watch the episode here
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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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