Investment Ideas: revisiting the core alternatives portfolio, adding RTW Biotech to the buy list

Plus, a tech fund with a focus on AI that might be a great way to buy into the buzz surrounding the sector

There’ll be no letters next week (week commencing Monday 29th April) as I’m away, in sunny Porto on a business trip – any recommendations of places to visit in or near Porto gratefully received, especially out of the city (I have a car for an afternoon). Normal service will be resumed the week after, i.e. Monday, May 6th.

Core alternatives portfolio upda…