In this video, we provide market commentary for the month of April and assess the macroeconomic data released and give an update on the real economy and data one month on.
We assess global securities markets and analyse current valuations, drivers, and expectations of this rapid recovery.
Finally, we review the basic foundations of modern portfolio theory and asset allocations and provide evidence on how digital currency provides a real alternative and how the Portal Digital Fund uncorrelated, stable & positive returns in volatile markets. We hope you enjoy it.
Any comments are appreciated.