Argonautica

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

2 posts found for November 2018

‘European equities - an overlooked source of income’

Whilst the UK market on a headline basis is the highest yielding major market globally, it is Europe which we believe presents perhaps the greatest source of income opportunities and means by which to diversify one’s income portfolio. It is a market which is grossly overlooked by investors, yet contains a vast array of attractive income stocks – far more than any other major market, with the most dispersion across sectors and the strongest dividend growth rates.   The scope in Europe becomes apparent…

‘The cruellest month’

 “April is the cruellest month, breeding lilacs out of the dead land, mixing memory and desire, stirring dull roots with spring rain” TS Eliot, The Waste Land, 1922    “October is the cruellest month, longs are going down on good numbers, shorts are going up on profit warnings, it’s getting darker outside with cold rain” BJ Norris, Argonautica Blog, 2018     Most investors will have been frustrated by the apparent cruelty of the stock market during October. Glamourous growth stocks got crushed.…