Oil Update: Markets sold a dummy?
Since the lows in Jan 2016, WTI Crude has risen +48.5% and Brent Crude +54.5%. Partly driven by a drop in US shale production, renewed appetite for risk following the "blues" of January, and smoke and mirrors from OPEC. From here though, when you look at the detail surrounding OPEC, and the massive oil stockpiling in China, the risk looks back to the downside, as fundamentals catch up with hype. (VIEW LINK)
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Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth management" for Alpine's HNW clients, and are now openly available online through the website. Everything starts with the macro, and then we work back from there in terms of asset allocation and positioning for risk. We work with leading independent research providers and have a structured approach that has worked very well over time. Outside of the core portfolios, we look for opportunities in the small to mid-cap sectors of the market, where our experience can add value.
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Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth...
Expertise
Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth...
Expertise
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