Who would have thought that the world could be turned upside down again in only three days…

Donald Trump was diagnosed with corona, and now the whole world is holding its breath. What will the economy do? Will the elections be postponed? Will there be more trouble ahead?

Although I don’t have a reasonable answer to any of these questions, we must of course be prepared for more unpredictable events and more volatility in the markets.

The only thing I can say with certainty is the new allocations that I have generated for our strategies based on the latest developments. This is what I will implement Monday morning to rebalance my portfolios.

And then I’m going to fasten my seat belt once more, trust my research and see how things develop…

Stay happy, healthy and wealthy!

Omar