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Konten disediakan oleh OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Investors continue search for yield (Andrew Wong)

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Konten disediakan oleh OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

OCBC Credit Research recently published its monthly credit view for August with some interesting trends in the US, Asia dollar and SGD space. In all, the technical environment remains strong but the team remains cautious on the fundamental outlook. Investors however are continuing to search for yield and this could drive demand back to structural high yield instruments. Activity in the SGD space has firmed up with the total number of bond level recommendation changes falling. With swap rates lower m/m, we still see value with 19 bond level recommendations raised and 13 lowered. Please check out our monthly credit view on the OCBC website for further information on these bond level recommendation changes.

  continue reading

136 episode

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Manage episode 403072109 series 3234084
Konten disediakan oleh OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh OCBC Treasury Research and Strategy - Podcast, OCBC Treasury Research, and Strategy - Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

OCBC Credit Research recently published its monthly credit view for August with some interesting trends in the US, Asia dollar and SGD space. In all, the technical environment remains strong but the team remains cautious on the fundamental outlook. Investors however are continuing to search for yield and this could drive demand back to structural high yield instruments. Activity in the SGD space has firmed up with the total number of bond level recommendation changes falling. With swap rates lower m/m, we still see value with 19 bond level recommendations raised and 13 lowered. Please check out our monthly credit view on the OCBC website for further information on these bond level recommendation changes.

  continue reading

136 episode

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