The End of Paper Tigers?

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.

1. How do you define a safe haven asset?
2. How is the pandemic still impacting the pillars of asset allocation?
3. How can investors find value in this environment?

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