Gresham House
Specialist asset management
Gresham House has launched a new €65 million (stg£60 million) Irish-registered investment vehicle. Read more 4w
May 2023
May 2023
Recessions are a natural, cleansing part of the cycle
In a run-of-the-mill recession, the fall in profits is recovered fairly quickly and the shortfall of earnings is not very meaningful.
A recession that occurs alongside a debt crisis is a different matter. These recessions are deep enough and long enough to drive a large number of companies into bankruptcy. Most recessions are not of that sort and we do not believe that this one will be.
Join Kathryn Hannon, John Mattimoe and Derek Heffernan as they discuss the prospect of a ‘Recession’ or a ‘recession’, consider how equities outside of the US remain at attractive valuations, allowing for buying opportunities, and what this all means for the positioning of our suite of funds in Ireland.
More views from Gresham House
Real yields have garnered attention recently after experiencing a significant rise, returning them to normal historical... Read more 4w
Gresham House Forest Growth & Sustainability LP raises £300mn Read more 1mo
The negative narrative in the UK is well-worn however, there are areas of positivity within the UK economy. Read more 2mo
