Argonautica

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

1 post found for 26 October 2021

‘Drowning in a Bubble Bath’

Financial markets today face the risk of drowning in a bubble bath of stagflation, with wealth – in the form of asset prices – rather than wages, the financial patsy. After over a decade of boom in long duration equities and bonds, investors risk having no hedge for a 1970s redux.