S1E270: Yield without fear: Navigating credit markets in a high-rate era
From BT Money Hacks by The Business Times
May 24, 2026 · 15 min · Season 1 · Episode 270
About this episode
The episode discusses navigating credit markets and investment strategies in a high-rate environment.
Are you missing out on serious returns? With a massive $12 trillion sitting in money markets, it's time to look at fixed income again. But success in this market depends on knowing which bonds to buy. Join Howie Lim, Erik Keller from Robeco and Kylie Soh of Fullerton Fund Management as they cut through the noise. They'll reveal where the true opportunities lie, demystify the risks of high-yield bonds, and share strategies for building a resilient portfolio in today's unpredictable interest rate environment. Don't let caution keep your money parked in cash. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:16 Attractive fixed income and the case for bonds 04:14 Not all bond strategies are equal 10:17 Not all high yield is risky 12:27 The overlooked edge --- 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 Kylie Soh, client portfolio manager and managing director, Fullerton Fund Management; and Erik Keller, client portfolio manager, Robeco Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by…
People in this episode
Host: Howie Lim
Guests: Kylie Soh, Erik Keller
Topics covered
- credit markets
- high-rate environment
- fixed income
- bonds
- investment strategies
- portfolio management
Keywords
- high-yield bonds
- fixed income
- investment strategies
- credit markets
- portfolio management
- interest rates
- bonds
Mentioned in this episode
Organizations: Robeco, Fullerton Fund Management, The Business Times
More episodes of BT Money Hacks
- S1E272: Credit score myths debunked: what banks really look for · June 7, 2026 · 19 min
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- S1E269: The great yield shift: why banks are gaining altitude as Reits seek grounding · May 17, 2026 · 19 min
- S1E268: Risk reset: differentiating a flash sale from a fundamental flaw · May 10, 2026 · 17 min
- S1E267: To risk or not to risk your risk-free 4% CPF return? · May 3, 2026 · 22 min
- S1E266: Beyond the algorithm: when AI says sell, who tells you no? · April 26, 2026 · 20 min
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