Monthly Updates

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

Argonaut Absolute Return Fund May Update 2022

09 Jun 2022

Barry speaks with Chloe, reviewing the rollercoaster month of May, including the likelihood of a real but not nominal US recession, why tech will not be defensive in this downturn and how the only long-term cure for inflation is for the capital cycle to come full circle in a multi-year bull market for commodity and value stocks. We also talk through the current bullish outlook across the Energy complex and debate the reasons why consensus is currently blind to these opportunities.