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

4 posts found for November 2023

‘Failing Conventionally: how the ESG gravy train has been derailed’

We all already know that investors are susceptible to herd-like behaviour: from the South Sea Bubble of 1720 to the “permanently high plateau” for stocks in 1929, and more recently the “dot com” mania of 1999 or of late bitcoin and “cryptocurrency”. These investment bubbles, which always seem easy to identify in hindsight, have always had their messianic talismans and price insensitive believers. 

‘Ding-DONG! Another Wake-Up Call for Wind Enthusiasts’

It wasn’t easy growing up being called DONG, so in 2017, the world-leading offshore wind farm developer changed its name to Orsted, alluding to the famous Danish electrical scientist. Today the company formerly known as DONG announced another $4billion impairment to its US offshore wind assets and said it would cease development of two projects off the coast of New Jersey: Ocean Wind 1 and Ocean Wind 2.