EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 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