With the Federal Reserve holding interest rates steady at 3.75% to 4%, investors are reassessing opportunities in fixed income, particularly bonds issued by technology giants financing the AI boom. Patrick Chang, Chief Investment Officer, Group Consumer Bank, CIMB, discusses the bank's decision to upgrade its fixed income allocation from underweight to neutral and why hyperscaler bonds remain attractive despite mounting borrowing requirements. We examine whether widening credit spreads signal opportunity or growing financial risks, what could undermine the investment case, and where investors might find the best returns across the yield curve and broader bond market.

Click here to find out more about CIMB Chief Investment Office.

With the Federal Reserve holding interest rates steady at 3.75% to 4%, investors are reassessing opportunities in fixed income, particularly bonds issued by technology giants financing the AI boom. Patrick Chang, Chief Investment Officer, Group Consumer Bank, CIMB, discusses the bank's decision to upgrade its fixed income allocation from underweight to neutral and why hyperscaler bonds remain attractive despite mounting borrowing requirements. We examine whether widening credit spreads signal opportunity or growing financial risks, what could undermine the investment case, and where investors might find the best returns across the yield curve and broader bond market.Click <a target="_blank" rel="noopener noreferrer nofollow" href="https://cio.cimb.com/?u=MTA1MTkzOjEwMA">here</a> to find out more about CIMB Chief Investment Office.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.