[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.
