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

1 post found for February 2014

‘PIIGS can fly’

The biggest push-back to our constructive view on the European domestic recovery trade and in particular to our bullish positioning in southern European stock markets is that these are marginal assets, where the success of the investment is too binary and too dependent on investor risk appetite and the overall path of the global economy. Strange then that whilst year to date returns from risky assets have been on the whole disappointing (with most stock markets worldwide having delivered significant…