Nucleus Investment Insights

6.28 War And Wealth: Investing post Wagner’s Russian coup | Nucleus Investment Insights


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Extraordinary scenes in Russia this week as a coup put a significant dent into Putin's aura of political invincibility. We examine the aftershocks for macroeconomics, political stability and investments.

In particular, we look at the investment landscape for defense contractors, which ones benefit, which ones are less well positioned and where defense budgets are being spent in the aftermath of the Ukraine war.
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Operating Officer Shelley George dig into the investment implications of the ever-evolving face of modern warfare.
Agenda:

  • Ethical Considerations
  • Quick background
  • Geopolitical implications
  • Macroeconomic implications
  • Investment implications: Macroeconomics
  • Military changes from Ukraine war
  • Investment landscape/defence contractors
  • Investment implications: Stock selection
  • View the presentation slides


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    Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.


    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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