Global Market Stress Surges on Brexit Anxiety

The video discusses the potential impact of Brexit on financial markets, emphasizing that current stress levels are not as high as during previous economic downturns. It highlights the importance of maintaining a balanced portfolio to manage risks associated with Brexit and other global economic uncertainties. The discussion suggests that Brexit's impact on the global economy would be less significant compared to a slowdown in China or a US recession. Investors are advised to be prepared to add risk during market dips, as Brexit could present opportunities for acquiring high-quality assets.

What concerns were mentioned at the beginning of the year regarding the global economy?

What is the significance of the UK in the context of a macroeconomic event like Brexit?

How should investors position themselves in the fixed income credit space for a potential Brexit?

What should be considered when constructing a portfolio in light of elevated financial asset prices?

What opportunities might arise for investors if there is a vote for Brexit?