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

Altana Investment Thoughts October 2018 (Issue 5)