Altair Insight: First Quarter 2014

This edition of Altair Insight, a quarterly market review from Altair Advisers, explores the following key topics:

• The bull market has lost momentum but likely still has some oomph left.
• International opportuni­ties are brightening and the author is poised to take advantage this quarter.
• Persistently low inflation is dictating central banks’ policies and affecting mar­kets -- and Altair’s investing strategy.
• Commodities regained strength unexpectedly, a reminder of their value in portfolios.
• First-quarter results were emphatic evidence of the value of portfolio diversi­fication.