IASF – Seasonal Reflections – 2020 – Issue No. 1
The fund manager’s reflections on important political and macro topics and how they affect his management of the fund
- A brief look back at 2019
- Markets en route to maximum bullishness
- No inflation? – Really?
- Blowing bubbles – and living on borrowed time
- How to manage money under these circumstances – incl. investment example
These «Seasonal Reflections» represent only my personal and subjective views, and none of what I have said in them or is stated above is meant as recommendation to buy individual securities or to make an investment in the Incrementum All Seasons Fund. If you are looking for investment advice, please consult an appropriately licensed investment professional.
Incrementum All Seasons Fund – PDF
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