Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Head of Advice Samuel Kerr dive into the complex landscape of 3rd quarter earnings. The overall trend shows a downgrade in earnings forecasts, signalling a cautious approach by many companies. However, amidst this general downtrend, there exists a noteworthy exception – a group dubbed "The Magnificent 7." These stocks have not only defied the broader market sentiment but have also showcased remarkable resilience and growth potential. As we dissect these earnings reports, we observe that the market, while grappling with immediate uncertainties, continues to hold a surprisingly optimistic outlook for 2024. This optimism seems rooted in the belief that current challenges are temporary and that a stronger economic environment is on the horizon.
View the presentation slides
To listen in podcast form click here
Get an obligation-free portfolio recommendation to see how we would invest for you
Learn more about the hosts
Find us on social media:
Twitter
Instagram
Facebook
LinkedIn
Want to know more? Click here to Subscribe
Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
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
Responsible Investing DisclaimerNucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.
20 MATE, IT'S ALL RIGGED: What You Can Do About Australia’s Political Grey Corruption | Nucleus Wealth Empower
5.35 Rigged: How Networks of Mates are Ripping You Off | Nucleus Investment Insights
5.34 Has The Earnings Tailwind Turned Into A Headwind? | Nucleus Investment Insights
5.33 Has The Great China Reckoning Arrived? | Nucleus Investment Insights
5.32 Energy Crisis: Will Albo Step Up to the Plate or Hide in the Dugout | Nucleus Investment Insights
5.31 Seven Things About Higher Yields Your Fund Manager Won't Tell You | Nucleus Investment Insights
19 8 Super Changes You Should Know | Nucleus Wealth Empower
5.30 Disturbing Truths About ASX Valuations | Nucleus Investment Insights
5.29 Is The Mining Supercycle Gone Already? | Nucleus Investment Insights
5.28 Housing Affordability Smashed by RBA | Nucleus Investment Insights
5.27 Looking For Survivors Amongst The Quant Rubble | Nucleus Investment Insights
5.26 A Return to the Gold Standard? | Nucleus Investment Insights
5.25 Does The Bear Market Have More Teeth? | Nucleus Investment Insights
18 Super Contributions: Concessional & Catch Up | Nucleus Wealth Empower
5.24 Energy Market Failure: What does it mean with Katharine McKenzie? | Nucleus Investment Insights
5.23 The Lucky Laundry - Australia's Black Money with Nathan Lynch | Nucleus Investment Insights
5.22 Is there a property crash brewing? Catherine Cashmore says NO. | Nucleus Investment Insights
5.21 Australian Economy in for an Electric Shock | Nucleus Investment Insights
5.20 Is Labor Catching An Economic Hospital Pass? | Nucleus Investment Insights
5.19 Is China's Great Reckoning At Hand? | Nucleus Investment Insights
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast