While scientists around the world race against time to develop vaccines and treatments for Covid-19, we have all gathered lessons about the important interventions required to combat the effects of the virus. Once it became evident that pre-symptomatic transmission was possible, the Chinese led the way in deploying social distancing strategies as one of the primary non-pharmaceutical interventions.
At Argon Asset Managment, the first element of our philosophy is recognising that markets are complex, adaptive systems, and therefore prone to contagion. The second element is that markets and economies operate in cycles. Identifying where we are in a cycle is paramount to successful tactical portfolio construction. It is also critical to limiting losses at the end of a cycle. since it can take only a few weeks to destroy wealth built over years.
How can we assist you?
Graduate Development Programme
The Graduate Development Programme is aimed at developing new talent by exposing new graduates to the investment management industry.