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

1 post found for April 2015

‘Mario’s monster comes to life’

Unprecedented stimulus in the Eurozone – sovereign QE, negative deposit rates, depreciating Euro and cheaper oil – is having a positive effect not just on asset prices but also on underlying economic growth. Economic lead indicators in Europe bottomed in October 2014 and have been recovering steadily since, with the biggest improvement witnessed in Italy, hitherto the only peripheral economy not to have already exited a multi-year recession. With the caveat that there have already been several false…