
The episode discusses the challenges and misconceptions in finding yield within the volatile fixed income market.
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 Forget outdated Singapore Savings Bonds (SSBs) and duration fears.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 --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) 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 --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do…
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