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Investment News

3/2020 TCFP Macro Brief

Here’s the latest “Macro Brief” in association with our investment consultants, Cormorant Capital Strategies.

The brief highlights the areas that have come to our attention last month, click here: MB March 2020

Please also take some time to read Howard Marks’ latest memo: Calibrating

It summarises his previous four and provides sober and sensible commentary in these days of hubris. In particular his views on “buying at the bottom” and the “twin risks….of losing money and the missing opportunity”.

Looking after your investments is a living, breathing exercise. Although you may not see or hear anything happening, you can rest assured plenty is.

If you’d like to discuss any of the themes further, or put a question to the Investment Committee, just drop us a line.


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