Let's Talk Trends Lion Global Investors

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.

Read our 2Q Market Outlook here: 2Q 2023 Market Outlook - A Game of Tug-of-War
Disclaimer: https://lionglobalinvestors.com/en/disclaimer.html

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/

Disclaimer: https://www.lionglobalinvestors.com/en/disclaimer.html