Argonautica

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

1 post found for March 2014

‘Deflating Europe’s perma-bears’

Over the last few months we have written extensively about our belief in, and the evidence for, Europe’s economic recovery, in particular the dramatic improvement in the outlook for the peripheral countries (Europe’s economy: the last great recovery trade and PIIGS can fly). Although there is a legitimate debate over the strength and duration of the recovery, its existence has become difficult to deny. For market commentators for whom warning about the dangers of investing in Europe has become ingrained,…