Asset allocation in 2021 presents almost unprecedented challenges. The path for asset returns will heavily depend on events relating to the coronavirus pandemic, politics and policy responses. So, are safe-haven assets still safe? Investors need to re-think the concept of safe havens in a rising inflation environment, and hold less more real and less paper assets.
- How do you define a safe haven asset?
- How is the pandemic still impacting the pillars of asset allocation?
- How can investors find value in this environment?
