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 Forget outdated Singapore Savings Bonds (SSBs) and duration fears.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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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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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

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