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)

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.
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Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (<a href="mailto:nganthea@sph.com.sg">eakhtar@sph.com.sg</a>)

From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

Start your day with the stories shaping Singapore — and your place in it.

Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

And it’s not just talk — it’s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let’s Talk, Singapore keeps you informed, connected, and ready for the day ahead.

Start your day with the stories shaping Singapore &mdash; and your place in it.
Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what&rsquo;s happening &mdash; and what&rsquo;s worth your attention.
And it&rsquo;s not just talk &mdash; it&rsquo;s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let&rsquo;s Talk, Singapore keeps you informed, connected, and ready for the day ahead.