In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Sam Kerr cover our 7 key long term Investment trends for 2022
On the agenda
What is a long term trend
What are the 7 key long term trends?
How to use them in investment
Investment Outlook
00:00 Introduction & agenda
01:45 What is a long term trend?
04:10 Rising inequality
09:56 Baby boomers
17:30 Women in the workforce
19:15 Debt
26:58 Company tax rates
31:15 World trade
34:58 Energy costs
56:00 Bringing it all together
1:00:30 Investment outlook
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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
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Great content as usual. Still don’t get why there isn’t 100,000 followers. Their loss 🤷🏽♂️
Love your work Damien, great infomration.
Thanks team, have a great xmas and HNY 2022!
Damien – I think much too simplistic regarding capitalism versus communism. Rather, the age old Empire model currently represented by unbridled free trade (slave labour for us to compete with) versus dirigistic government led nation state in the interests of the mass of the people (raising skilled jobs and living standards) is freedom of opportunity or ‘pursuit of happiness’ as enshrined in US Constitution; ‘a Republic, if you can keep it’ ( Ben Franklin). He had a lot to say about the dangers of totalitarianism too
A very interesting take on energy cost basis for solar and wind. The challenge though here is the pressure on solar and wind to holdup as the transition occurs. Firstly, the grid systems (distribution) require massive modifications to existing infrastructure to enable it’s efficient use. Secondly, China v.well accounts for most manufacturing of solar panels which is an energy intensive process in itself. While China continues to use Coal to power this production, the west has sheepishly hurt its own cause with a myopic zero carbon narrative. So the question I am pondering is— what if China decides to go snip snip 😜. Both wind & solar will be a rude awakening to the non fossil fuel energy markets (China has suppressed pricing of panels by unfairly subsidising it’s local industry alongside it’s cheap Labor).
More importantly though the Capacity Factor of wind & solar is lower to nuclear, natural gas, hydro & coal. Finally, Polysilicon is yet another spoke in the wheel for Solar manufacturing should the west decide on building panels in-house. The cheap cost base for Solar and Wind is 🧐 with reference to the future.
My investment trend is long Energy in the coming year with a special focus on Nuclear.
Always good & interesting to hear a different approach of thinking. Good stuff Nucleus Wealth!
Agree. Oil and gas still have a big role to play. The world is deinvesting too early from these traditional energy sources. It might lead to big issues over the next few years,
@M. Regas Agree. It’s an energy supply shortage in making not so much an energy price rise due to demand.
Sourcing mass energy from batteries is overrated. They have a large environmental footprint for starters.