Let's Talk Trends

Despite the challenging macro environment of slowing global growth and Fed rate hikes, the #Singapore Real Estate market has remained resilient through its strong fundamentals. In this episode, Calvin Goh, our Asian Equities Portfolio Manager, covering Singapore Real Estate sector, shares his insights and the reasons behind his optimism for S-REITs, the sub-sectors for 2H 2023 and the work from home trend and its impact on the real estate market in Singapore and the US.

In this episode, Lim Yuin, Chief Investment Strategist, discussed how investors should rethink their asset allocation for 2H 2023. After 10 consecutive interest rate hikes, the US Fed paused in June. Where are the #opportunities in the bond market? The US economy has shown surprising resilience year-to-date, while growth in Asia has been a mixed bag. Where are the long-term equity growth stories?

In this episode, Lim Yuin, Chief Investment Strategist, delved deep into the world of Generative Artificial Intelligence (AI). There has been a lot of buzz surrounding the world of #AI of late - Chat GPT dominated headlines earlier this year and Nvidia ignited an AI stock rally in May. Will the rally continue? Where should investors be looking amid this AI boom?

In this episode, Wee Ban Yew, our Japan Fund Manager, sat down with Dawn Leong, to discuss the key catalysts of Japan market today. He delves into why and how the corporate reforms are taking shape, and the impacts of a belated inflation push. Towards the end of the episode, he touches on the widely-discussed yield curve control and risks of a stronger Yen.

*This Friday = 28th April 2023

In the latest episode of Let’s Talk Trends, Lim Yuin, our Chief Investment Strategist, delved into the impact of banking failures on developed market equities. He also shared his positive views on China and Singapore equities and highlighted our preference for short duration, higher quality investment grade bonds in this current investment climate.

In this episode, Chu Toh Chieh, senior fund manager and co-head of fixed income, discusses the US interest rate trajectory after massive hikes last year, and how much more he thinks the Federal Reserve needs to go. On the back of the recent banking turmoil, especially with regards to the writedown of Credit Suisse AT1 bonds, investors had feared that this would signify a contagion risk for global credits. Against this volatile backdrop, he shares how investors should potentially be positioned within the Asian bond markets.

Learn more on our LionGlobal Short Duration Bond Fund here: https://lgidirect.com.sg/2023-fund-update-lionglobal-short-duration-bond-fund/

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In this episode, our co-head of Asian equities, Thio Siew Hua, shares her views about the change in market sentiment since the start of 2023. She digs deep into her investment thesis for China and the key beneficiaries around China’s reopening and recovery this year.   Click here to learn more on our LionGlobal Asia-Pacific Fund. 

Happy 2023! Lim Yuin, our Chief Investment Strategist, joins us on the first episode this year to discuss his market outlook for 2023 and how investors may be potentially positioned. He sees a much better macro backdrop for 2023 versus 2022, as the interest rate hiking cycle is nearing its end and China is finally reopening. He also highlights potential opportunities in China, Singapore and Japan.   

In this episode, Dawn Leong shares a conversation with our Singapore fund manager, Kenneth Ong on the long-term outlook of Singapore real estate. We have seen new highs in real estate prices in Singapore since the COVID-19 pandemic, driven by both local factors and a larger global phenomenon. As the global financial system shifts towards one that is dominated by government spending, the incremental buyers driving real estate prices are cash buyers. Kenneth believes that a steady rise in property prices is good for the long-term economy in Singapore, and that our banking system will be a key beneficiary of this.

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Recently, the REIT sector has taken a tumble on the back of the US Federal reserve raising their benchmark interest rate in November by 0.75% to up to the 4% level. Our Singapore fund manager, Kenneth Ong, shares his views on why he believes SREITs are now presenting a very interesting buying opportunity as a defensive yielding option for equity investors.

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