Business:Investing
6.29 Aussie Dollar: Where To Now? | Nucleus Investment Insights
2023-07-06
It has been a volatile 6 months in macroeconomic outlooks. A year ago, it looked as if Australia was lagging behind the US economically; a few months ago that narrative reversed. And then it flip-flopped several more times. Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr dig into this topic.
Agenda: Why the AUD is going to 40 cents
- Fed still hiking, RBA all but done
- China bust structural
- End of cycle shock
- Next cycle: Australia poorly positioned
- no AI
- 2. no reshoring
- 3. China commodities super-deflation, limited ESG
- commodity exposure
- 4. Another lost decade on poor policy making
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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
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