US Treasury yields have crossed 5% — so is this finally the moment to lock in attractive bond income, or could yields still climb from here?

Michelle Martin speaks with Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, about where he sees opportunity across short and long-duration bonds, and why Singapore’s booming bond market is giving local investors more choices.

They also unpack an unusual market puzzle: why are gold and the US dollar attracting investors at the same time? And after gold’s big run, are new buyers purchasing protection — or simply chasing performance?

Plus, what should investors make of AI leaders themselves calling for greater caution?