S1E256: The bond riddle: Finding yield in volatile fixed income
BT Money Hacks · The Business Times
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Show Notes
Is the "fixed" in fixed income now a fallacy? As the Year of the Horse trots in, we’re hunting for genuine yield. Forget outdated Singapore Savings Bonds (SSBs) and duration fears. Howie Lim dissects credit risk, the AI capex bubble, and the one thing retail bond investors miss with Goh Rong Ren from Eastsping Investments.
Synopsis: Every Monday, The Business Times breaks down useful financial tips.
Highlights:
01:53 AI capex boom: tailwinds for growth
04:31 Warning signal: credit spreads are rich
07:22 Evolving role of SSBs
09:35 Fixed income misconceptions
11:17 Why 'junk bonds' should not be ignored
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Written and hosted by: Howie Lim ([email protected])
With Goh Rong Ren, portfolio manager, Eastspring Investments
Edited by: Howie Lim & Claressa Monteiro
Produced by: Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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