IASF – Seasonal Reflections – 2020 / 06
The Grandest Casino
- May 2020 – The world resumes operations
- Covid-19 has caused the worst recession since WW II
- Financial markets continue to ignore fundamentals, betting instead on QE and fiscal stimulus
- IASF portfolio and management review
These «Seasonal Reflections” represent the author’s personal and subjective views, and none of what is stated therein must be considered as recommendation to buy individual securities, or to encourage 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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