AI capex boom: tailwinds for growth

Warning signal: credit spreads are rich

Evolving role of SSBs

Fixed income misconceptions

Why 'junk bonds' should not be ignored

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 Forget outdated Singapore Savings Bonds (SSBs) and duration fears.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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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 note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

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Discover more BT podcast series:

BT Correspondents: bt.sg/btcobt

BT Market Focus at: bt.sg/btmktfocus

BT Podcasts at: bt.sg/pcOM

BT Lens On: bt.sg/btlenson

Is the "fixed" in fixed income now a fallacy? As the Year of the Horse trots in, we&rsquo;re hunting for genuine yield. Forget outdated&nbsp;Singapore Savings Bonds (SSBs) and duration fears.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&nbsp;
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 &amp; Claressa Monteiro
Produced by: Howie Lim &amp; Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
---
Follow BT Money Hacks podcasts every Monday:
Channel: <a href="http://bt.sg/btmoneyhacks">bt.sg/btmoneyhacks</a>
Amazon:<a href="http://bt.sg/mham"> bt.sg/mham</a>
Apple Podcasts: <a href="http://bt.sg/oeXe">bt.sg/oeXe</a>&nbsp;
Spotify: <a href="http://bt.sg/oeGN">bt.sg/oeGN</a>&nbsp;
YouTube Music: <a href="https://bt.sg/mhyt/">bt.sg/mhyt</a>
Website: <a href="https://bt.sg/moneyhacks">bt.sg/moneyhacks</a>
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party&rsquo;s products and services. Please consult professional advisors for independent advice.&nbsp;
---
Discover more BT podcast series:
BT Correspondents: <a href="https://bt.sg/btcobt" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcobt&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1MZyDZ2ZxkzhbmmY3UOc3Z">bt.sg/btcobt</a>
BT Market Focus at: <a href="https://bt.sg/btmktfocus">bt.sg/btmktfocus</a>
BT Podcasts at: <a href="https://bt.sg/pcOM">bt.sg/pcOM</a>
BT Lens On: <a href="https://bt.sg/btlenson">bt.sg/btlenson</a>

Join Howie every Monday for useful personal financial tips from various experts.

Every Monday, The Business Times breaks down useful personal financial tips with expert guests. Hosted by Howie Lim.

Produced by BT Podcasts, The Business Times, SPH Media.

Every Monday, The Business Times breaks down useful personal financial tips with expert guests. Hosted by Howie Lim.
Produced by BT Podcasts, The Business Times, SPH Media.

BT Money Hacks

Every Monday. The Business Times breaks down useful personal financial tips with expert guests.

Podcaster: Howie Lim

Produced by BT Podcasts, The Business Times, SPH Media.

Every Monday. The Business Times breaks down useful personal financial tips with expert guests.
Podcaster: Howie Lim
Produced by BT Podcasts, The Business Times, SPH Media.