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Webinars

Valuation Round-Up | Nucleus Investment Insights

Posted on by Damien Klassen
04
Jul
This week we also scoot around the world at sector and country valuations. Where looks cheap, and which countries have run too hard?

 

Agenda:

  • Global Earnings overview
  • Australia vs World
  • Sectors
  • Stocks
  • Implications for markets
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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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