In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds.
View the presentation slides here:
https://nucleuswealth.com/wp-content/uploads/2022/04/Its-Bond-Contrarian-Bond.pdf
Agenda:
Movements in bond yields
Global tightening, fiscal and monetary
European economy, war and energy shock
Chinese economy, property bust and COVID shock
US economy, inflation and interest rate shock
Spanish Flu analogy
Implications for markets
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Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/
The information on this podcast 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. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796