There's been a renewed interest in REITs following the rate cuts earlier this month. However, you might be wondering which specific REITs suit best in capitalising such macro events and how they can fit into your portfolio. Whether to yield the highest returns or produce the most distribution yield, there...

What happened?  This week witnessed a remarkable surge in Chinese equities, fueled by recent supportive policy measures. Both onshore and offshore markets experienced a powerful rally. The Shanghai Composite Index and Hang Seng Index surged over +12%, marking their most significant weekly jump in ten years. What’s behind the market rally?  The...

S-REITs staged a strong comeback in Q3, fueled by the Fed's decisive move to cut interest rates. With inflation falling and the labour market softening, the Fed has recalibrated its monetary policy to focus on fostering economic growth. This change in monetary policy has created a more favourable backdrop...

The Federal Reserve (Fed) made a significant move yesterday to lower the benchmark interest rate by 50 basis points (bps)—the first rate cut since March 2020. I understand that market shifts can spark questions and concerns, and I'm here to offer some perspective. What Happened and Why It’s Significant In the...

Investors may finally get their wish: interest rate cuts are on the horizon. Amid declining inflation and a softening labor market, the Federal Reserve(Fed) is prepared to lower its benchmark rate.  This marks a significant shift, as interest rates have a ripple effect across financial markets, impacting everything from bonds...

The word "recession" has been everywhere lately. Headlines warn of an impending US recession, social media is abuzz with predictions of a market crash, and it's hard not to feel a sense of unease. But what does a recession really mean, and how can we prepare? After studying recessions in...

Singapore's banking sector has long been a source of pride and profit for local investors, with DBS, UOB, and OCBC consistently outshining their peers on the Straits Times Index. However, recent Q2 earnings reports coupled with the Fed's hints at potential interest rate cuts have left investors pondering: Which...

After a rally of over a year and a half, volatility has returned to the markets. Since mid-July's all-time high, the S&P 500 has lost -8.5% and the tech-heavy Nasdaq 100 has retraced -13.4%, entering into correction territory. This sudden downturn has left many investors feeling blindsided and uncertain....

Recent signals from the Fed, hinting at potential interest rate cuts as early as September, have sparked considerable interest among investors regarding the potential impact on the Singapore REIT (S-REIT) sector. Anticipating this potential shift, we hosted an in-person event on 24th July, titled "S-REITs Mid Year Outlook 2024: Approaching...

Singapore REITs have had a tough start in 2024. The expectation that the Fed may delay rate cuts has weighed on sentiments toward S-REITs. However, retail investors have continued to add to S-REITs, taking advantage of below long-term average valuations and attractive yields.  Here are the top 8 S-REITs that...