Navigating The Bond Markets In 2024

Jesse Liew, Chief Investment Officer, Fixed Income, Principal Southeast Asia

11-Jan-24 09:15

Pause
Embed

The last two months of 2023 saw an intense rally in bond prices, spurred by expectations that central banks will be cutting interest rates in 2024. But will this bond market rally continue after three straight years of declines? Jesse Liew, Chief Investment Officer, Fixed Income at Principal Southeast Asia provides the outlook whilst weighing in on what bonds still offer value.

Produced by: Wong Shou Ning, Chin Wai Lun

Presented by: Wong Shou Ning, Keith Kam, Anwar Mahbob

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, economy

Tags: bond market outlook 2024, malaysia, fixed income,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Shane Oliver, Chief Economist, AMP Capital tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Professor Dr Abhimanyu Veerakumarasivam of Sunway Medical School shares on the future of global health security and renewed fears over vaccine safety.

7:45 AM

Morning Brief

Dr. Joshua Netto, Blue Stone Management Sdn. Bhd discusses findings from the Putra Heights explosion report.

8:00 AM

The Breakfast Grille LIVE

Teh Wee Chye of Malayan Flour discusses how global macroeconomic and geopolitical issues are affecting the prices of wheat and grain, how its poultry segment is performing, and more.

8:30 AM

Morning Brief

Prof. James Chin of University of Tasmania discusses Sabah’s political turmoil over a bribery scandal involving 15 politicians and RM4 million in alleged kickbacks.

8:45 AM

Morning Brief

Chin Chee Seong of the SME Association of Malaysia discusses whether businesses are ready for the SST expansion taking effect today.

9:00 AM

Opening Bell

(REPEAT) Shane Oliver, Chief Economist, AMP Capital tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

People, Planet, Profit

Rutuja Tendolkar of ERM weighs in on how businesses should navigate both economic and social risks in data center development.

10:05 AM

Open For Business

Metal Brain Studio’s Charlie Chan shares how slapstick hit Oko Lele grew from a YouTube series into a global IP, and what it takes to turn digital content into a scalable, revenue-generating brand.

11:00 AM

Marketing Mojo

Cult Creative’s Dulya Wijeratne, Key Accounts Lead, Cult Creative unpacks the difference between chasing trends and shaping them—and what makes a campaign resonate long after the hashtags fade.

12:00 PM

Enterprise Explores

Optimism vs Headcount: A 2025 Workforce Paradox. Aon's Rahul Chawla breaks down the 2025 workforce paradox where business optimism is high but hiring remains flat, and what it means for talent strategy.

1:00 PM

The Breakfast Grille Repeat

Teh Wee Chye of Malayan Flour discusses how global macroeconomic and geopolitical issues are affecting the prices of wheat and grain, how its poultry segment is performing, and more.

2:05 PM

Discovery Hour

3:05 PM

Beyond the Ballot Box

We speak to the vice chief of DAP’s youth wing on building a progressive Malaysia from within the system.

4:05 PM

Health & Living

Months after the deadly earthquake in Myanmar, do people have access to safe water? We speak to an expert on the ground to find out how they’re plugging the gaps.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Tuesday

8:00 PM

BBC World Service

PROGRAMMES