Spotting unscrupulous spruikers and other credit market potholes
March of 2020 put the blow torch on credit-related funds. When ‘defensive’ allocations needed to step up, some funds melted with investors unable to redeem units or faced punitive spreads. A nasty surprise.
Ken Liow from Realm Investment House says liquidity was readily available in their portfolios, which gave their investors peace of mind and allowed them to be opportunistic buyers.
“We had so much liquidity that was available in the portfolio heading into that period we were able to absorb a lot of distressed selling into the funds and position them really strongly for the post-Covid period.”
So how do you ensure you are the one capitalising on opportunity rather than facing a nasty surprise in credit markets? Tune in to this short video where Ken runs through a checklist to avoid those income potholes.
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