With inflation expectations rising, credit spreads at historical tights, and US Treasury moves dictating market sentiment, how should investors position their portfolios?
 
In this episode, Elaine Ngim, Head of Investment Advisory Singapore at Julius Baer sits down with Jonathan Liang, Head of Fixed Income Investment Specialists, Asia ex-Japan at JP Morgan Asset Management and Dario Messi, Head of Fixed Income Research at Julius Baer to break down the top-of-mind issues in fixed income markets and the corporate credit landscape today.
 
Key topics include:

• (01:42) - How inflation expectations impact credit markets