Investment Thoughts - September 2019 (Issue 7)

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.

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: Investment Thoughts - September 2019 (Issue 7)

Archive

Investment Thoughts Archive

• Investment Thoughts - January 2019 (Issue 6)
• Investment Thoughts - October 2018 (Issue 5)
• Investment Thoughts - March 2018 (Issue 4)
• Investment Thoughts - September 2017 (Issue 3)
• Investment Thoughts - February 2017 (Issue 2)
• Investment Thoughts - August 2017 (Issue 1)