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Webinars

Oil On Troubled Waters | Nucleus Investment Insights

Posted on by Damien Klassen
07
Jun
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the oil market, which has seen prices drop sharply. OPEC resolve appears to be crumbling, demand is still weak, Chinese EV prices are tumbling and US production strong.

 

Interruptions to Russian oil production are still a wild card which could spur the price higher, but there is not much good news around.

Agenda: Oil on troubled waters

  • OPEC shifts back to market share strategy
  • Implications for oil price
  • Implications for macro and assets
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    Damien Klassen

    Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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