Letters by company

Volkswagen AG

1 letter discussing VLKAF. Everything written about it on this site is on its ticker page.

TEAM Asset Management Quarterly Investment Review & Outlook: Investment Review 4th Quarter 2024 TEAM retained an equity overweight funded from fixed income and liquid alternatives, centred on US mega-cap technology while maintaining satellite exposure outside the US. It favoured physical gold, infrastructure and intermediate-dated credit, while questioning whether long-dated government bonds adequately compensate for inflation, fiscal and political risks. 4th Quarter 2024 —