[Seminar – 1] Navigating the 2020 Election

【讲座 – 第1期】2020选举年投资前景展望

Date:11/22/2020

Speaker:John Zhang

Organizer:Yanyu Zhou

Key takeaways:

  • Expect short-term market volatility.
  • On policy, not politics. We expect the investment environment in the next 6-12 months to be driven predominantly by two factors: the path of COVID-19, and the policies designed to combat it.
  • Different sectors will be at stake. Tax policy differences can be a key factor.
  • Asset allocation takeaways: The path of the virus, and policy measures enacted to mitigate its impact, will be the key driver of investment performance over the next 6-12 months.
  • Key message: stay invested.

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By Xi Su

CAPA-NoVA Volunteer

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