Investor Insight, July 2020

Asset allocation is crucial and has been important in minimising the impact of the current crisis. It will be an even more vital factor going forward as centrist and protectionist policies in economies take hold.

Surviving Stage Two is also about having a healthy level of scepticism. Keep focussed on the overall economic condition. Accept we are in a recession, have entered the second phase, and plan accordingly. Simply looking at the virus numbers and recovery does not consider the broader challenges COVID has laid at our feet.

Risk based asset volatility at the speed that we are currently experiencing means that tactical positioning is difficult but, we believed that equity markets did not represent value back in March when balancing for the risks.

As we often say at Hamilton Wealth Partners, investing is a patience game!

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