A Sectoral Guide To Surviving The Business Cycle | Nucleus Investment Insights #investing #money

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.

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.

View the presentation slides here:

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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

#NucleusWealth #Sector #BusinessCycle

Chapters
00:00 - Intro
03:20 - Quant Recap
07:00 - Quant Recap (reversion)
10:13 - Factors: This year has been volatile
12:44 - Factors: Longer term look at returns
14:26 - Quant Recap
20:49 - Min Volatility
22:58 - Momentum
24:25 - Value
26:44 - Value: MSCI value may be different to what you think value is (S&P 500 Cap weighted return spreads)
33:07 - Growth
36:32 - Quality
37:43 - Value: MSCI quality may be different to what you think it is
40:42 - Quality vs Value
43:29 - Stocks (Value & Growth)
44:33 - Stocks (Quality & Momentum)
45:19 - Stocks (Min Vol & ESG)
47:15 - Sectors (via Fidelity)
49:52 - Outlook (US, Europe and Asia)
51:52 - Which investment strategy is your preferred for 2023?

[infernotrout]

Awesome Video guys. Didn't understand everything but Damo is a professional 👌