Investment Insights Podcast: Oil bounces back

Holland_Podcast_150x126Tim Holland, CFA, Senior Vice President, Global Investment Strategist

On this week’s podcast (recorded December 1, 2017), Tim discusses what’s been pushing the commodity higher and, maybe more importantly, where the price of crude goes from here.

Quick hits:

  • Two primary factors are driving the rally in the price of oil, and from an economics perspective they are the classics: supply and demand.
  • Facing greater demand and reduced supply, are we worried that the price of crude will continue to move up?  Our short answer, is no.
  • Looking out over the next year or so, we believe the price of oil will be range bound, with a lower band around $40 a barrel and an upper band around $60 a barrel.

For Tim’s full insights, click here to listen to the audio recording.

 

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.

Investment Insights Podcast: When it comes to crude oil, why lower for longer is a good thing

Holland_Podcast_150x126Tim Holland, CFA, Senior Vice President, Global Investment Strategist

On this week’s podcast (recorded July 12, 2017), Tim addresses crude oil, what’s been weighing on the commodity as of late, and whether we should view that weakness as a net positive or negative for the U.S. economy.

Quick hits:

  • Any, and all, discussion of crude oil must begin with fracking. Fracking has enabled energy companies to tap long known, but historically inaccessible deposits of oil and gas across the United States
  • The impact on U.S. production of oil and gas – and on global energy markets – has been revolutionary.
  • U.S. crude oil production should hit 10 million barrels a day in 2018
  • If Texas were an oil producing nation it would rank among the top 10 producers in the world

For Tim’s full insights, click here to listen to the audio recording.

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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.