secular stagnation

Latest news and analysis on secular stagnation

Asset Allocation

Stay long grifters, influencers and lobbyists

There have been a number of commentators who have made the point that we have inflation in things we need (housing, utilities, fruit&veg, hospital services) and...
Damien Klassen
Nucleus Wealth

Gerard Minack’s Global Recession thesis is playing out (sort of)

As the headlines in the image below suggest, Gerard Minack has developed a reputation for his bearish views. So to hear that he has turned bullish on the outlook for...
James Marlay
Livewire Markets

Secular Stagnation - what is it and what does it mean for asset markets?

Justin Braitling
Watermark Funds Management

The Value of the Intangible

First Sentier Investors
First Sentier Investors
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