Biz Report: The Credit Trickle-Down - Trading the AI Boom and Geopolitical Whiplash

It’s a tale of two markets. South Korea’s KOSPI is surging to record highs on AI euphoria, while U.S. futures slide as geopolitical tensions boil over following President Trump’s rejection of Iran's latest ceasefire proposal. With the Strait of Hormuz closed, energy prices spiking, and a high-stakes Trump-Xi summit looming in Beijing, how should fixed-income investors navigate this whiplash? Ryan Huang and Mel Siew, Portfolio Manager for Asia Public Credit at Muzinich & Company, discuss the bond market's read on global risk appetite.  

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