Sasfin BCI Flexible Income Fund March 2020

Philip Bradford discusses the positioning of his fund in this video.

The discusion can be a bit technical but note at 9:41 on the video were he discusses the effect of markets of other countries that have been downgraded. It will be interesting to see how South Africa would managed and it might be diverent due to Covid-19.

Also note at 13:25 the asset allocation discussion and why bonds are good value (then technical from 25:46).