The End of Paper Tigers?

Mar 25, 2021 · 7m 29s
The End of Paper Tigers?
Description

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...

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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.
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Author Algebris Investments
Organization Algebris Investments
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