Investment Thoughts - October 2018 (Issue 5)
In his October 2018 Lee Robinson, Altana’s founder and CIO, discusses his current investment theses, Altana’s new alpha generating funds, his thoughts on QT, emerging markets and various insights across asset classes and more.
Altana’s Alpha Generating funds
Quantitative Tightening & Emerging Markets
Portfolios and Hedging Ideas
Currency Outlook
10 years on from the Great Financial Crisis
Technology updates & Private Ventures