April 4, 2023
Matteo Marinelli Portfolio Update - March 2023

Portfolio Update – March 2023

In 2022, the closest thing we had to a systematic risk was the pension crisis in the UK: it caused a lot of heartburn to investors, but it was rapidly solved. However, that was nothing compared to the “March Madness” we got this year. Let’s start with what contributed the most to general chaos: bank...
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