18 January 2024
Money in the Market: Is the bond market set to skyrocket in 2024?
A resilient US economy and cooling inflation had triggered an intense year-end bond rally. But some market watchers suspect investors are too optimistic about the months ahead. In fact, fears of a prolonged stretch of higher interest rates have repeatedly driven the yield to decade-plus highs, only for the stress on the banking system and a Federal Reserve pivot to drag it down again. So what can we expect from the bond market in the year ahead? On Money in the Market, Hongbin Jeong speaks to Carol Lye, Portfolio Manager & Senior Research Analyst, Brandywine Global Investment Management, to find out more.

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10 October 2023
Money in the Market: Are we nowhere near the end of the bond market rout?
The bond market is going through a meltdown. In fact, the current rout ranks among the worst asset sell-offs in history. Wall Street veterans warn more pain and volatility are yet to come.
So what’s causing this downturn? Should we be concerned?
On Money in the Market, Hongbin Jeong speaks to Carol Lye, Portfolio Manager & Senior Research Analyst, Brandywine Global Investment Management, to find out more.

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20 July 2023
Money in the Market: Will more fiscal stimulus from China give a boost to Asian fixed income markets?
Investors rushed into fixed income in the first few weeks of this year as expectations that major central banks would soon end their aggressive campaign of monetary policy tightening. But that record-breaking global bond market rally fizzled out as signs of persistent inflation continued to mount. Fast forward to the second half of the year - how are fixed income markets faring now? And what opportunities should we be looking out for? On Money in the Market, Hongbin Jeong speaks to Carol Lye, Associate Portfolio Manager & Senior Research Analyst, Brandywine Global Investment Management, to find out more.

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18 May 2023
Money in the Market: Should investors favour fixed income over equities?
Recent banking collapses and rescue deals have re-ignited US recession risks.
As a result, the US Federal Reserve may need to keep policy rates stable for longer than expected, leaving equity markets susceptible to high volatility.
So has this opened the door to opportunities in fixed income markets?
On Money in the Market, Hongbin Jeong speaks to Carol Lye, Associate Portfolio Manager & Senior Research Analyst at Brandywine Global Investment Management to find out more.

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15 March 2023
Money in the Market: Stocks, fixed-income, bonds & currencies - where do the opportunities lie?
Volatility is back, and it’s creating uncertainty on the direction of stocks markets for the rest of the year. What about in terms of fixed-income, bonds and currencies? How are they faring in the current market condition? Where do the opportunities now lie? On Money in the Market, Hongbin Jeong speaks to Carol Lye, Associate Portfolio Manager & Senior Research Analyst, Brandywine Global Investment Management to find out more.

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