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The Money Market: Structure, Dynamics, and Investment Perspectives

  • Writer: Andrea Zito
    Andrea Zito
  • Apr 29
  • 2 min read

Updated: May 6

Despite its critical role in global finance and the vast volume of fixed income instruments traded within it, the Money Market remains poorly understood outside of financial circles. This report aims to provide a comprehensive overview of the Money Market, beginning with a clear definition and then exploring a wide range of related topics.


Through this report, readers will gain insight into the complex relationship between Money Market instruments and interest rates, as well as the structural shifts that have taken place in the aftermath of the 2008 financial crisis and the economic disruptions caused by the COVID-19 pandemic. Additionally, the report examines various investment strategies applicable to the Money Market and highlights some of the most recent developments and emerging trends shaping its evolution.


  • Money Market funds


Money Market funds are mutual funds (investment strategies that allow multiple investors to pool their money). They are generally actively managed and invest in debt securities, characterized by short maturity and low risk.


  • Investment strategies in the Money Market


Actively Managed Money Market Funds work as a good proxy for portfolios since they hold a basket of different MM instruments designed to achieve positive returns after inflation and to minimise idiosyncratic risk through diversification.


Based on the desired risk-adjusted returns, we can define two to three basic investment strategies:


  1. A portfolio of risk-free securities and equivalents aimed at preserving capital, hedging inflation, and prioritising cash accessibility (Government Funds Strategy).

  2. A portfolio of unsecured money market (MM) instruments issued by banks and corporations, which seeks slightly higher returns but bears greater risk (Prime Funds Strategy).

  3. A third strategy aimed at investors seeking tax advantages on their cash holdings (Municipal Funds Strategy).




See the full report in the link below!




Credits:

Matyas Wagner (Team Leader)

Luigi Antonazzo (Analyst)

Matilde Iori (Analyst)

Alejandro Martinez (Analyst)

Luca Sacco (Analyst)

Tomasso Tansini (Analyst)

Matteo Trovato (Analyst)

Alessandro Zavi (Analyst)

Yorumlar


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