
What Happened To Risk Assets In Q2?
Dear Investors, Attached are our latest views on global financial assets. Trade wars dominated the headlines in Q2. We are not experts on trade protectionism (we doubt many are). At Astoria, we are militant about focusing on doing what we do best: portfolio construction, macro-economic & quantitative research, building diversified portfolios, and investing for the long run. At Astoria, we strive to take your hard-earned capital and invest in securities where there is a marg