Subject: Welcome back
Your decision to bail out of the oil and mining sector a couple of weeks ago was brilliant. Liquidity has been high in both funds, but we are seeing some redemptions in the unit trust. Let’s catch up soon.
Subject: An update
I know I promised to brief you on Hugh’s ideas on your return, but all this turmoil in markets has intervened somewhat. Can we talk next week? From: firstname.lastname@example.org
Subject: Re: Remember La Manga?Funny you should mention the delectable Sharon – you are not the only person to have been asking about her recently. A hedge fund manager met her in Phil’s box at Cheltenham and was on the blower shortly afterwards. Coincidence? I think not. From: email@example.com
Subject: Reinvestment ideas
All that cash you raised before you took off on hols must need a home. Did you see Sainsbury’s results this morning? They are well on the mend and are just the sort of defensive share you need in these turbulent times. How many can I buy for you? From: firstname.lastname@example.org
To: email@example.comSubject: Current Investment Strategy
Running recent economic data and asset price changes through our models suggest we need to adopt a more defensive approach to portfolio construction. What did you think of my proposed new fund, by the way? From: firstname.lastname@example.org
Subject: Am I glad to be back?
I would be if only I knew what Hugh Golder was up to, if Luke Sporgman wasn’t such a devious control freak and if I wasn’t worried that a recent indiscretion might be following me to London. Why can’t life be simpler? To be continued…