I’ve heard the phrase “flight to safety” many times in the past weeks. Where can an investor find safety in times like these?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
A transcript of this episode is available below, modified for a more enjoyable reading experience. For more posts exploring the ideas we talk about in the episode, check out our Related Reads links.
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
William Chin, Chief Technical Analyst for Caldwell Investment Management Ltd. (“Caldwell”), is the lead Portfolio Manager on the Tactical Sovereign Bond Fund and Portfolio Manager for the fixed income portion of the Caldwell Balanced Fund. He also advises fixed income portfolios for affiliate Caldwell Securities Ltd.’s separately managed account platform and contributes to the Caldwell Investment Management Ltd. team’s research, specializing in macro-economics, currency risk management and technical analysis. William is a member of Caldwell’s Investment Risk Committee.
|00:01||Hello and welcome to one minute with William Chen portfolio manager at Caldwell Investment Management. William I've heard the phrase flight to safety many times in the past weeks working in investor find safety in times like this flight to safety is a strategy pursued by investors when the primary goal is capital preservation. That is they want to go into assets they can hold their values in times of financial and market stress. Gold is one of them.|
|00:30||Another asset class is government bonds. They are backed by tax revenues of their respective governments and in the case of government of Canada bonds or U.S. Treasuries they are highly rated credit quality provides safety during financial and market stress. A good investment adviser should have already included them in an investment portfolio to help preserve capital.|