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
• (04:32) - The outlook for credit spreads – are we due for a widening?
• (06:16) - Does investment success hinge on getting the US Treasury view right?
• (08:22) - The US dollar’s strength and its implications for emerging markets
• (09:49) - Why active management is critical in volatile bond markets
• (12:12) - Managing volatility to achieve better risk-adjusted returns
• (13:03) - The evolving role of CDS
• (13:40) - Lessons from past market drawdowns
• (14:38) - Common misconceptions about credit investing
• (16:25) - Key takeaways for equity-focused investors

Listen to the podcast
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