Professional investors can review published thought leadership and market updates from the Argonaut Investment Team.

1 post found for October 2013

‘Europe’s economy: the last great recovery trade’

For much of the last five years it has been possible to be bullish on European equities without necessarily having the same enthusiasm about the European economy. We think that this narrative has now exhausted itself: extrapolation of emerging market demand is risky; the merits of quality companies able to compound their profits in an anaemic economic growth environment well recognised. With the European economy finally emerging from its double-dip recession we believe that the main opportunity in…