EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

The Pandemic Brings the Curtain Down on Secular Stagnation

Minack Advisors

Institute Of Directors (116 Pall Mall, London, SW1Y 5ED)

Tue 14 Jun 2022 - 12:30 BST

Topics

The forces of secular stagnation have been intensifying for 30 years. After the pandemic they will start to weaken, which will reverse many of the most important investment trends of the past 30 years

The cyclical outlook is for rates to head higher than most expect, and the cycle to be longer than many expect – but it will likely end in recession.

The end of secular stagnation points to a change in equity market leadership