Investment Thoughts - March 2020 (Issue 8)
In his most recent newsletter Lee Robinson, Altana’s Founder and CIO writes about:
Redeploying Capital in the post Covid-19 Economy
We seasoned investors have been through these gut-wrenching periods several times before and they are always frantic. But, given what is now happening in Asia, the virus will abate and business life will resume. When that happens what will investors want to own?
Whilst timing the bottom may be impossible and we are certainly entering the early stages of a recession and a bear market, many of us still have cash to invest. Over the past few weeks I have kept being asked: “When and how do I deploy my capital effectively and invest in the opportunities that are coming?”
In a nutshell: Buy quality business sectors and average in with a one-three year view.
I have expanded on that in my latest Investment Thoughts Issue no.8 (below) covering such topics as:
Staying rational in redeploying capital
What do you buy?
Timing and structuring your new Portfolio
To read more, please click here: Investment Thoughts - March 2020 (Issue 8)
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