This week we visit perhaps one of the most prominent and divisive topics in investing at present. That is the future of energy markets and, in particular, where the price of oil heads to from here.
As always, take our ramblings with a grain of salt since, like you, we are trying to make sense of an investment universe that gets ahead of us. One recollects the words of Jean Baudrillard in this environment for “We live in a world where there is more and more information, and less and less meaning.” As such we shall try make use of our limited rationality to extrapolate as much meaning as we can.
We continue our examination of global oil markets with Part 3 of the series Oil Markets - Evolution of the Body Politic. Click here to read Part 1 and Part 2.
We continue our examination of global oil markets with Part 2 of the series Oil Markets - Evolution of the Body Politic. To read Part 1 click here.
Last week we made a call that the OPEC meetings would most likely result in a maintenance of the status quo and though this initially seemed to be the case, things changed rather quickly.
This week we present a piece by Ben Goodwin, analyst with Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, as they examine the Oil cycle and the effects it has on their portfolio.
Information current at 31 December 2017.
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.