Let's Talk Trends

Lion Global Investors
  • 5.0 (1)
  • Investing
  • Updated Weekly

“Let’s Talk Trends” is a podcast by Lion Global Investors. We sit down with investment professionals and industry experts to discuss market insights and trending topics in a casual and lighthearted manner. This series also aims to provide investing tips and actionable ideas for beginners looking to dip their toes into world of finance.

  1. 08/03/2023

    Singapore Real Estate Outlook 2023

    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.

    11 min

  2. 07/25/2023

    2H 2023 Market Outlook - Part 2

    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?

    6 min

  3. 07/20/2023

    2H 2023 Market Outlook - Part 1

    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?

    6 min

  4. 05/05/2023

    2023 Japan Market Outlook

    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

    18 min

  5. 04/24/2023

    2Q 2023 Market Outlook - A Game of Tug-of-War

    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

    7 min

  6. 04/18/2023

    2023 Asia Bond Market Outlook

    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

    7 min

  7. 03/03/2023

    2023 Asia Market Outlook

    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.

    14 min

  8. 01/31/2023

    2023 Market Outlook - The Hour Before Dawn

    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.

    8 min
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About

“Let’s Talk Trends” is a podcast by Lion Global Investors. We sit down with investment professionals and industry experts to discuss market insights and trending topics in a casual and lighthearted manner. This series also aims to provide investing tips and actionable ideas for beginners looking to dip their toes into world of finance.

Information

  • Creator
    Lion Global Investors
  • Years Active
    2022 - 2023
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © Lion Global Investors
  • Show Website
    Let's Talk Trends