In our latest episode, Todd Schubert, Head of Fixed Income Research at Bank of Singapore, shares five reasons why Emerging Markets High Yield remains a viable investment alternative.

There is a common perception that one cannot make money in Fixed Income during periods of rising rates. However in this episode, Todd shows us that this is actually a misperception. Emerging Markets High Yield has actually posted a positive return year-to-date and he expects it to do even better going forward.

Now to set the stage, Joe Biden’s election as U.S President last November created significant reflationary expectations, based on huge fiscal impulse coupled with an already accommodative Fed. As a result the ten-year U.S Treasury has risen more than 80 basis points so far this year.

One might logically think that this type of climate would be bad for all Fixed Income but if you thought this, you would be incorrect.

In our latest episode, Carmen Lee, Bank of Singapore’s Equity Strategist for the Singapore market, takes a closer look at our island nation’s strategic plans for fast-tracking sustainability and digital transformation amidst the highly challenging and evolving global crisis.

With more locally transmitted Covid-19 cases, the Singapore market has given up some gains recently. However has this recent surge derailed Singapore’s bold smart nation and ambitious green plan 2030?

In this episode, Jean Chia, Chief Investment Officer at Bank of Singapore, looks at the outcome of the recently released US ISM survey results and employment data, and its impact on the financial markets and foreign exchange forecasts ahead. Softer jobs growth, higher unemployment and rising participation all demonstrate that significant market slack still needs to be absorbed before the Fed starts tapering quantitative easing (QE). Around the world, COVID-19 continues to put economic recovery at risk as outbreaks continue to rise across various emerging markets.

With all this volatility, the big question for investors remains - should you sell in May and go away? We say not yet.

Tune in to find out more...

In our latest episode, our chief economist, Mansoor Mohi-uddin, shares an overview of the key events occuring in the US and the UK, which are likely to gain the most attention in financial markets - the release of US ISM survey results and employment data, and a Super Thursday of events in the UK, including the Bank of England's latest policy meeting followed by voting in the Scottish parliament elections.

Tune in to find out more...

In our latest episode, Eli Lee, Head of Investment Strategy, looks at the asset allocation strategy ahead - the outlook for risk assets remains positive but the increasing focus on taxes poses a tactical challenge for investors. Also, the increase in corporate tax rate is expected to be offset by growth in corporate earnings, although the impact will vary by sector.

In this episode, David Makoni, Senior Analyst for Fixed Income Research, gives a brief overview of our near-term outlook on emerging market sovereigns and shares his six key considerations for investors.

In this episode, Jean Chia, Chief Investment Officer at Bank of Singapore, explores the four key themes which will shape the investment climate over the next quarter: inflation tantrum, Asia's path to sustainable growth, President Biden's first 100 days and disruptive innovation.

In this episode, Sim Moh Siong, Currency Strategist at Bank of Singapore, explores the key concerns impacting investors this week: Federal Open Market Committee meeting minutes, China's CPI inflation and Eurozone's vaccination progress. Tune in to find out more...

In this episode, Conrad Tan, Investment Strategist at Bank of Singapore, looks at the top five concerns this week: higher bond yields and their impact on risk assets, can equities continue to perform in a rising yield environment, policy support for the federal reserve, ongoing blockage of the Suez Canal and the renewed spread of COVID-19 in parts of Europe. Tune in to find out more...

In this episode, Eli Lee, Head of Investment Strategy at Bank of Singapore, looks at rising inflationary fears and turbulence in the US treasury bond yield markets.