11 January 2024
Bigger Picture: How should investors interpret conflicting US economic data?
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)

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13 April 2023
Money in the Market: Are investors buying AT1 Bonds after the Credit Suisse write-down?
With the recent turmoil in the banking sector driving spreads wider, are there any buying opportunities? On Money in the Market, Hongbin Jeong speaks to David Hawa, Director, Client Portfolio Management Fixed Income, from Robeco to find out more about how the credit market has fared in recent weeks. They also dive deeper on AT1s also known as additional tier-one bonds and how they were affected during the time of the recent crisis in the banking sector.

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