NYAIR Episode 67 –Asset Allocation & COVID-19

The COVID-19 pandemic upended virtually everything, and that includes asset allocation and the way that alternative investors should approach it. While policy decisions sped up certain things, they slowed others, leaving investors having to re-think asset allocation decisions. Henrik Lumholdt, a partner in Copenhagen Allocation Partners and author of “Strategic and Tactical Asset Allocation: An Integrated Approach,” outlines the key principles of his investment approach and discusses how and why many of them challenge conventional thinking about asset allocation.

Topics covered include:

  • Why the COVID-19 recovery phase may last longer than people think
  • Key drivers in the current investment environment
  • How Strategic Asset Allocation and Tactical Asset Allocation complement one another
  • The implications of Tactical Asset Allocation
  • The importance of the business cycle from an investment perspective
  • How to gauge unclear policy decisions

The PowerPoint presentation is also available for download here:

Asset Allocation & COVID-19 (1)