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Is your portfolio ready for 2021?

This year’s Sohn Hearts & Minds Conference, an annual one-day event that brings the finance and investment community together, saw a select group of fund managers fund manager share their best stock idea for the year ahead. This year’s recurring theme without doubt was COVID-19. But grief and tragedy aside, COVID-19 has forced us to…
Ishan Dan | 25th Nov 2020 | More
Why the Budget was an ‘F’

Aussie fund manager gives Budget an ‘F’ for FAIL The head of the Australian wealth and superannuation manager Nucleus Wealth, Damien Klassen, has drawn a pointed analysis of the Morrison/Frydenberg budget strategy. “The budget misses the mark bigtime, by focusing on the supply side of the economic equation when in fact the biggest issue by…
Damien Klassen | 21st Oct 2020 | More
War vs. COVID-19

The scale of the human, social and economic costs wrought by COVID-19 has prompted some politicians to compare it with war. Although this might create some good political spin, which is always attractive to politicians, it is not correct. The differences between COVID-19 and actual war are many and varied. In truth, the only thing…
George Lucas | 27th May 2020 | More