‘Peak Oil’ to ‘Peak Demand’: Implications for global investors
Although it's tempting to join the ‘peak demand’ bandwagon and banish the oil markets to the ‘cathode ray bin’, it's important to understand the impact that different technologies (and their timing) have on energy prices. As investors, we must ask ourselves when fossil fuels and in particularly oil demand will peak? And if you are a holder of significant long-dated, expensive resources, what should you do? (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies.
In April 2021, Yarra Capital Management acquired Nikko Asset Management’s Australian business and assumed responsibility for the distribution of Nikko Asset Management’s funds in the Australian market.
5 topics
Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
Nikko AM
Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In April 2021, Yarra Capital Management acquired...
Expertise
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
How to choose excellent fund managers
Livewire Markets
Macro
The RBA should warn that it could raise rates again
Coolabah Capital