Altana Investment Thoughts by Lee Robinson 

Lee Robinson, Altana’s Founder and CIO writes a newsletter twice a year outlining his current market views and offering various insights and investment ideas across asset classes.

 

Altana Investment Thoughts September 2019 (Issue 7)

In his most recent letter Lee writes about:

  • Altana: 2019 Ideas – so far so good
  • Negative Rates
  • Recession Fears
  • Tariffs, Taxes and Socialism
  • Currency Outlook
  • Asset Allocation
  • Venezuela – The Greatest Sovereign Debt Trade Ever?
  • Private Investments
  • Outlook

To read more, please click here: Altana Investment Thoughts September 2019 (Issue 7)

 

Archive

Altana Investment Thoughts January 2019 (Issue 6)
Overview

  • Three Credit Opportunities
  • Bitcoin
  • Protecting your portfolio

To read more, please click here:Altana Investment Thoughts January 2019 (Issue 6)

Altana Investment Thoughts October 2018 (Issue 5)
Overview

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

To read more, please click here: Altana Investment Thoughts October 2018 (Issue 5)

Altana Investment Thoughts March 2018 (Issue 4)
Overview
  • Quantitative Tightening
  • Inflation Scare
  • Currency Outlook
  • Diligence as a Service
  • Technology updates & Private Ventures
  • Wine Trading
  • Outlook

To read more, please click here: 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)

 

 

 

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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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