Portfolio Watch: Sitting on our hands

320 Views22 Apr 2024 01:54
Welcome to our weekly Portfolio Watch. We have returned -0,87% in our Macro Alpha Portfolio this week as of the time of writing, which is a decent...
What is covered in the Full Insight:
  • Portfolio Watch overview
  • Geopolitical influences
  • Prospective value in the commodity cycle
  • Analysis of Chinese copper stock levels
  • Crypto Portfolio - short-term outlook
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