5.11 Navigating the Debt Minefield with Jonathan Rochford | Nucleus Investment Insights

In this investment podcast, Chief Investment Officer Damien Klassen, Narrow Road Capital Portfolio Manager Jonathan Rochford, and Senior Financial Adviser Samuel Kerr explore debt markets in the face of the Ukrainian invasion.

Please view the presentation slides here:

https://nucleuswealth.com/wp-content/uploads/2022/03/Navigating-the-debt-minefield.pptx

On the agenda:

Russian default and fall out

Financial plumbing issues from removing Russia

Rising HY spreads globally and funding pressures

Chinese developers

Rising CDS prices, implications

Australian funding availability, cost of bank debt

Leverage and hedge funds

Effect of interest rates on house prices

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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