Paul Singer: Investing in today's pandemic

Question

Paul Singer released a letter to stockholders. What adjustments would you make to a potential client in terms of INCREASE, DECREASE or HOLD STEADY their investment allocation to a portfolio that is EQUALLY spread according to the following asset classes

a) Cash

b) Large Cap US Technology stocks

c) Small Cap US stocks

d) Large Cap Asian stocks

e) Emerging Markets Sovereign Debt (i.e. LatAm, Indonesia, Malaisia, Phillipines,Thailand, Turkey, Ukraine, Russia, South Africa, etc)

c) Gold

d) US Treasury Bonds (5-10 years)

e) High Yield Corporate Bonds

f) EMEA Private Equity

g) Hedge Funds

Answer 1

I'll be happy to review these with you but it will take some time. Let's schedule a lesson and I can go in depth with each of them for you.