Altana Investment Thoughts by Lee Robinson 

In this letter, you will find an overview of our Founder and CIO’s investment theses, alpha generation funds, thoughts on QT, emerging markets and various insights across asset classes and more.

• Altana: Alpha Generation Continues
• Quantitative Tightening & Emerging Markets
• Portfolios and Hedging Ideas
• Currency Outlook
• 10 years on from the Great Financial Crisis
• Technology updates & Private Ventures

 

Latest report

Altana Investment Thoughts October 2018 (Issue 5)

 

Archive

Altana Investment Thoughts March 2018 (Issue 4)

Altana Investment Thoughts September 2017 (Issue 3)

Altana Investment Thoughts February 2017 (Issue 2)

Altana Investment Thoughts August 2017 (Issue 1)

 

 

 

©2018 Altana Wealth

Altana Wealth Limited is authorised and regulated by the "Financial Conduct Authority". Altana Wealth SAM is authorised and regulated by the "Commission de Contrôle des Activités Financières".

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