Fixed Income: The Preferred Asset Choice of Investors for Navigating Economic Uncertainty
Following the massive inflow into fixed income observed in August, these investments have become increasingly critical for strategic portfolio management as market volatility persists. Known for their conservative nature and ability to mitigate risk, fixed income assets offer stability and capital preservation, making them essential in uncertain economic times. They serve as a crucial counterbalance to equities, particularly as investors navigate fluctuating markets and geopolitical uncertainties. This dynamic has been underscored by recent catalysts like the collapse of Credit Suisse, which exposed vulnerabilities in CoCo bonds and reshaped risk perceptions across the market.
Join us in this video where, Marc Ellazidi, Fund Manager of Merill Funds and CIO at Jesmond Mizzi Financial Advisors Ltd., is interviewed by Michael Briffa. They discuss the critical role of fixed income in portfolio management, including the risks of CoCo bonds and the impact of recent banking crises on high-yield bonds. Marc highlights the need for a cautious, long-term approach to fixed income amid economic uncertainties and market volatility.
Chapters:
00:00 - Introduction
01:19 - Disclaimer
01:47 - Credit Suisse: CoCo
05:06 - The Effects on High Yields
06:45 - Timing of Fixed Income Market
10:25 - Views on Equity
13:23 - Our Fund’s Volatility
Marc El-Lazidi: / marc-ellazidi-21a6192
Merill Investors: / 90642250
Merill Website: https://www.merillfunds.com/en/home.htm
#economy #investing #fixedincome #stockmarket #yields #funds #MerillFunds #merill
This post is issued by Merill SICAV plc and is based on market research. The content of this post has been prepared for general guidance and for information purposes only. Any information provided throughout the post does not constitute any financial, investment or professional advice, or recommendations to buy, sell or hold any investment.
Investors should consult their Investment or Financial Advisors before making any investment decisions. The value of the investment and the income are not guaranteed and may go down as well as up. Merill SICAV plc is incorporated and licenced as an open-ended collective investment scheme, registered in Malta, qualifying as a Maltese UCITS in terms of the UCITS Directive with effect from the 16th of October 2015. The Fund is self-managed but has delegated the day to day investment management of the sub-funds to Jesmond Mizzi Financial Advisors Limited, who will also promote and distribute the Fund. Jesmond Mizzi Financial Advisors Limited (IS30176) of 67, Level 3, South Street, Valletta, VLT1105, Malta, is licenced to conduct investment services business, under the Investment Services Act, by the Malta Financial Services Authority of, Triq l-Imdina, Zone 1, Central Business District, Birkirkara, CBD1010, Malta.
Switzerland
Merill SICAV plc is authorised for distribution in Switzerland to qualified investors only pursuant to paragraph 10 of the Collective Investment Schemes Act (CISA). The representative in Switzerland is LLB Swiss Investment AG, Claridenstrasse 20, 8002 Zürich, whilst the paying agent in Switzerland is Swissquote Bank SA, Chemin de la Crétaux 33, 1196 Gland. The basic documents of the Funds such as the Prospectus, the Key Information Document, Management Regulations, as well as the Annual and Semi-annual Reports may be obtained free of charge from the representative in Switzerland.