6.12 A Sectoral Guide To Surviving The Business Cycle | Nucleus Investment Insights

Published: March 16, 2023, 3:57 a.m.

There is debate over what point we are in the cycle. Depending on where we are, there are different stocks that you want to own. Value, growth, defensive, quality stocks - all have benefits at different points in the cycle. 

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Join us on this investment podcast as Nucleus Wealth's Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr look at different arguments and how stocks have performed in the past.

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View the presentation slides

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Agenda:

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  • Quant Recap
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  • What is working
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  • Low vol
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  • Momentum
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  • Growth
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  • Quality
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  • Value
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  • Outlook 
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To listen in podcast form click here

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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 Nucleus Wealth Website.

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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