EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance - - 22 Jun 26   Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth/QI Research - 25 Jun 26     ROADSHOWS: Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth /QI Research   •   London   21 - 26 Jun 26       Internet and Media Coverage and Ideas - Barton Crockett /Rosenblatt Securities   •   London   22 - 23 Jun 26      

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