Initially: No peace, but war – I have become more cautious.
Within our series of portfolio recommendations, each month we ask domestic fund managers how they would construct a fictitious portfolio with moderate risk exposure, for a medium-term investment horizon. The following is an article by Apelso Capital Fund Management.
As part of our series of portfolio recommendations, each month we ask domestic fund managers to outline how they would construct a fictitious portfolio with moderate risk exposure and a medium-term investment horizon. The following is an article by Apelso Capital Fund Management.
