Webinars

Valuation Round-Up | Nucleus Investment Insights

Posted on July 4, 2024 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: Oil on troubled waters

Global Earnings overview

Australia vs World

Sectors

Stocks

Implications for markets

View the presentation slides

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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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