This is an edited version of a live discussion with Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen for our regular monthly look at what is going on across the markets, as many are reaching new highs, even as company returns are in question, and inflation is looking more sticky. Is a stock correction likely, and what does all this means for bonds and other asset classes?
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay: Investing Now: With Damien Klassen
This is an edited version of a live discussion about the current state of the markets as I was joined by Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds.
Given the rise of AI related stocks, while the broader markets go sideways, and Central Banks keep rates higher for longer, how will this play out ahead, and what does it mean for investment strategies?
The original stream, with chat is here: https://youtube.com/live/z_BA6DeJJnY
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
DFA Live Q&A Replay: Investing Now: With Damien Klassen
This is an edited version of a live discussion about the current state of the markets as I was joined by Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds.
Given the rise of AI related stocks, while the broader markets go sideways, and Central Banks keep rates higher for longer, how will this play out ahead, and what does it mean for investment strategies?
The original stream, with chat is here: https://youtube.com/live/z_BA6DeJJnY
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of a live discussion with Damien Klassen, Head of Investments at Walk The World Funds and Nucleus Wealth. Markets are rising, thanks mainly to AI related stocks, while expectations of rate cuts are being pushed out. More broadly, are returns able to justify current valuations, and which sectors are the most interesting ahead.
Original stream with chat here: https://youtube.com/live/lqYE35qTatw
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay: Investing Now With Damien Klassen
This is an edited version of a live discussion with Damien Klassen, Head of Investments at Walk The World Funds and Nucleus Wealth. Markets are rising, thanks mainly to AI related stocks, while expectations of rate cuts are being pushed out. More broadly, are returns able to justify current valuations, and which sectors are the most interesting ahead.
Original stream with chat here: https://youtube.com/live/lqYE35qTatw
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of a live discussion with Damien Klassen Head of Investments at Nucleus Wealth and Walk The World Funds. We reflected on the market switch from October, and what this means for 2024. Are we out of the woods yet? We also looked at some of the important mega-themes which will shape investing ahead.
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay: Investing Now With Damien Klassen
This is an edited version of a live discussion with Damien Klassen Head of Investments at Nucleus Wealth and Walk The World Funds. We reflected on the market switch from October, and what this means for 2024. Are we out of the woods yet? We also looked at some of the important mega-themes which will shape investing ahead.
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of a live discussion with Damien Klassen, Head of Investments at Walk The World Funds and Nucleus Wealth. Markets have taken a new turn over the past month, and expectations of rate cuts are rising, but how robust is this move, and how should portfolios react?
Go to the Walk The World Universe at https://walktheworld.com.au/
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Caveat Emptor! Note: this is NOT financial or property advice!!
This is an edited version of our live discussion with Damien Klassen, Head Of Investments At Nucleus Wealth And Walk The World Funds. Given the recent reversals in bond yields, and the US Dollar, what does this say about the markets as we move into the close of the year?
We discussed the RBA rate call, bond markets, oil prices and some interesting sectoral moves.
Original live stream here: https://youtube.com/live/b0eg9wogerQ
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay: Damien Klassen - Investing Now
This is an edited version of a live discussion with Damien Klassen, Head of Investments at Walk The World Funds and Nucleus Wealth. Given the recent movements in bond yields, and the strong US$, markets are in the doldrums, and we will explore the current dynamics in play.
Original version here: https://youtube.com/live/VbBSqRZf3xo
Caveat Emptor! Note: this is NOT financial or property advice!!
