With the pandemic shutting down virtually all industries, and across most countries, the global economy has come to almost a standstill. This has of course had detrimental effects on all investable assets, including equities and fixed-income investments. Build an action plan to:
• Assess what investors should hold with respect to traditional asset allocation principals at this time
• Overcome the challenge of low-interest rates and high volatility
• Develop a prudent asset mix and what that should include – and avoid – during these volatile periods
• Determine if there is still a place for index-mutual-funds in your asset mix
Create an asset allocation strategy to increase the total and risk-adjusted return during the current market turmoil