Incrementum All Seasons Fund Seasonal Reflections – 2021/04
What’s going on?
- Inflation – Transitory or not?
- Financial and especially equity market exuberance
- IASF Performance Review plus positioning insights
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.