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

1 post found for March 2019

‘Current yield gap calls for an allocation to European equities’

In Europe, the yield gap or difference between equity yields and bond yields is reaching historic highs (again). History shows that this is an important signal to investors. Indeed, the extent of the current yield gap has not often been seen over the last 20 years – and when it has occurred, investors who moved in to equities have been rewarded - not only would they have generated strong total returns, but also locked-in attractive yields for their portfolios. Although against the grain of current…