David Hawa, Director, Client Portfolio Management Fixed Income, Robeco, discusses the ripple effects expected to play out as policies are set to normalize further this year; how investors should read into recent mixed or conflicting data points around the US economy; whether businesses reporting in the upcoming earnings season will see a growth slowdown; the sectors likely to face the most margin pressures; and how investors should review their bonds and fixed income portfolios and reposition their exposure in amid the current macroeconomic climate.

Presented by Emaad Akhtar

Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)