The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China.
In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, dissects the war, its effect on the oil price, and the oil price's effect on inflation. Agenda: Portfolio changes Oil & Geopolitical issues Cost push inflation Demand destruction Bonds View the presentation slides ...
ESG investing is a complicated area with many ethical dilemmas and moral decisions to be made.
There has been a surge in the oil price following another outbreak of fighting in the Middle East. The question is, what does the rising oil price do to inflation? In the very short term, the answer is obvious: inflation will be higher. But most central banks exclude oil from the inflation series ...
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, ...
The western world has not engaged in war with Russia in a traditional sense yet, but it is waging financial war through economic sanctions and the divestment of Russian securities. Nucleus Wealth wants to reassure you that we do not hold any Russian investments across any of our portfolios. It is ...
