Podcasts

Let's Talk Trends (Episode 13): Singapore Outlook

September 9th

Everything is so expensive now! Singapore’s core inflation reached a 13-year high in July 2022, hitting 4.8% YoY, the highest level since it touched 5.5% in Nov 2008. Against the volatile and inflationary macro backdrop today, Dawn Leong shares a conversation with our Singapore fund manager, Kenneth Ong, on the outlook of Singapore equity market and why we believe “blue cheap” companies offer quality and good value opportunities for investors.

Directed and produced by: Vanesha Malli Suresh

Listen now on ↓ :
Website: https://lgidirect.com.sg/podcasts/
Spotify: https://open.spotify.com/episode/0kHEvyIlrGAXOsDeYpK7ML?si=Ol9NkgLPRnq7WyH4wvgiZQ
Google Podcast: https://lnkd.in/gE6SHaSg
Apple Podcast: https://lnkd.in/gy6nKKy9

#LionGlobalInvestors #LGISG #Podcast #Singapore #marketoutlook #investment #letstalktrends

Here are the timestamps:

0:00 - Introduction to Singapore Outlook
0:37 - Inflation is on the rise, but how long will it last?
2:01 - Why would inflation be higher in the next decade?
3:28 - How is this sustained inflation going to affect us?
4:20 - Where does Singapore sit in this challenging macro-environment?
5:59 - How should investors be potentially best positioned?
7:44 - Short conclusion on the Singapore Equity market
8:10 - Subscribe to our podcast (links below)
8:20 - Disclaimer

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Let's Talk Trends: Singapore Outlook Teaser

September 8th

Everything is so expensive now! Singapore’s core inflation reached a 13-year high in July 2022, hitting 4.8% YoY, the highest level since it touched 5.5% in Nov 2008. Against the volatile and inflationary macro backdrop today, Dawn Leong shares a conversation with our Singapore fund manager, Kenneth Ong, on the outlook of Singapore equity market and why we believe “blue cheap” companies offer quality and good value opportunities for investors.
Full video out now: https://youtu.be/ZZU_U_KvQLY

Directed and produced by: Vanesha Malli Suresh

Listen now on ↓ :
Website: https://lgidirect.com.sg/podcasts/
Spotify: https://open.spotify.com/episode/0kHEvyIlrGAXOsDeYpK7ML?si=Ol9NkgLPRnq7WyH4wvgiZQ
Google Podcast: https://lnkd.in/gE6SHaSg
Apple Podcast: https://lnkd.in/gy6nKKy9

#LionGlobalInvestors #LGISG #Podcast #Singapore #marketoutlook #investment #letstalktrends

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Artificial Intelligence of investments (AIOI) - Keeping an Eye on AI

August 12th

In the latest episode of Let’s Talk Trends, Dawn Leong shares a conversation with Ong Ai Ling, Head of Artificial Intelligence of Investments (AIOI), about the importance of human oversight over Artificial Intelligence (AI). Can we always trust machines to do the right thing, especially in an investing context? In the human world, we deal with Principal-Agent problems with Regulation, Education and Oversight. Can we do the same in the AI World? Could there be a new field in AI called Artificial Ethics or Artificial Morality? We also refreshed our hybrid approach towards investing – and how we believe that we can harness the best of both worlds by using AI to enhance our investment process.

Listen now on ↓ :
Website: https://lnkd.in/ewrbF3TW
Spotify: https://open.spotify.com/episode/4AnPK2QSvigTxy7cf3Vlsv?si=ARecVYlkSqmDYVLN5Vp3DQ
Google Podcast: https://bit.ly/3r7n2sv
Apple Podcast: https://lnkd.in/gy6nKKy9

#LionGlobalInvestors #LGISG #Podcast #AIOI #artificialintelligence #investment #letstalktrends

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Let's Talk Trends: Keeping an Eye on AI Teaser

August 10th

In the latest episode of Let’s Talk Trends, we delve into the importance of human oversight over Artificial Intelligence (AI). Can we always trust machines to do the right thing, especially in an investing context? In the human world, we deal with Principal-Agent problems with Regulation, Education and Oversight. Can we do the same in the AI World? Could there be a new field in AI called Artificial Ethics or Artificial Morality? We also refreshed our hybrid approach towards investing – and how we believe that we can harness the best of both worlds by using AI to enhance our investment process.

Stay tuned for the full video this Friday, 12 August.

#LionGlobalInvestors #LGISG #Podcast #AIOI #artificialintelligence #investment #letstalktrends

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Let's Talk Trends (Episode 11): Artificial Intelligence of investments (AIOI) - In the Beginning

July 25th

In the latest episode of Let’s Talk Trends, Ong Ai Ling, head of Artificial Intelligence of Investments (AIOI), joins us to delve deep into the world of Artificial Intelligence (AI). As a leading fund management house, we believe that applying Artificial Intelligence (AI), in particular Machine Learning (ML), to investment management is indeed the next frontier. Ling explains the differences among various big buzzwords as well as how and why we are augmenting our investment process by deploying AI and ML in this Information Age.

#LionGlobalInvestors #LGISG #Podcast #MarketOutlook #letstalktrends

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Let's Talk Trends: Artificial Intelligence of Investments (Part 1) Teaser

July 21st

In the latest episode of Let’s Talk Trends, Ong Ai Ling, head of Artificial Intelligence of Investments (AIOI), joins us to delve deep into the world of Artificial Intelligence (AI). In this age of digitalization and automation, we have seen Machines beat Humans in games like chess, poker, starcraft and the likes. Indeed, there is a growing debate regarding the capabilities of Humans vs Machines. But is it really a war, or the makings of an unstoppable alliance?

Check out the full video here: https://www.youtube.com/watch?v=RTeAL3Ze3QY

Directed and produced by: Vanesha Malli Suresh

#LionGlobalInvestors #LGISG #Podcast #AIOI #letstalktrends #artificialintelligence

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Second Half Market Outlook 2022 - Navigating a Challenging Environment

July 1st

We discuss our 2H2022 Market Outlook with our Chief Investment Strategist, Lim Yuin. He recently published a piece titled “Navigating a challenging environment” – we are now faced with rising inflation, central bank tightening, growing recession concerns, sharp rise bond yields alongside equity drawdowns. He shares his views on where he believes we are headed from here, and the investment opportunities he sees in this current environment, particularly in China.

Read the full article here: https://lgidirect.com.sg/2h-2022-market-outlook-navigating-a-challenging-environment/

#LionGlobalInvestors #LGISG #Podcast #MarketOutlook

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Let's Talk Trends: Artificial Intelligence of Investments (AIOI) - Quick-fire Round Teaser

September 26th

In this episode, Dawn has a round of quick-fire questions with Ong Ai Ling, our head of Artificial Intelligence of Investments (AIOI). They cover a range of topics from the algorithm behind Google’s reCAPTCHA to whether data science is the up-and-coming career to pursue.

Listen now on ↓ :
Website: https://lgidirect.com.sg/podcasts/
Spotify: https://open.spotify.com/episode/2V9CU0Cuskf0J8ubbbkGKu?si=Ww4Vwp53TrOZzfDP6ISXNA
Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy83ZDZjMDBkNC9wb2RjYXN0L3Jzcw/episode/ZjJhNWFlZmQtNDA1OC00YjU5LWE4ZjktMjBkNzdmMzQwMWMy?sa=X&ved=0CAUQkfYCahcKEwio0rzb7LH6AhUAAAAAHQAAAAAQAQ
Apple Podcast: https://lnkd.in/gy6nKKy9

#LionGlobalInvestors #LGISG #Podcast #AIOI #artificialintelligence #investment #letstalktrends #teaser

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Let's Talk Trends: Artificial Intelligence of Investments (AIOI) Quick-fire Round

September 29th

In this episode, Dawn has a round of quick-fire questions with Ong Ai Ling, our head of Artificial Intelligence of Investments (AIOI). They cover a range of topics from the algorithm behind Google’s reCAPTCHA to whether data science is the up-and-coming career to pursue.

Listen now on ↓ :
Website: https://lgidirect.com.sg/podcasts/
Spotify: https://open.spotify.com/episode/2V9CU0Cuskf0J8ubbbkGKu?si=Ww4Vwp53TrOZzfDP6ISXNA
Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy83ZDZjMDBkNC9wb2RjYXN0L3Jzcw/episode/ZjJhNWFlZmQtNDA1OC00YjU5LWE4ZjktMjBkNzdmMzQwMWMy?sa=X&ved=0CAUQkfYCahcKEwio0rzb7LH6AhUAAAAAHQAAAAAQAQ
Apple Podcast: https://lnkd.in/gy6nKKy9

Here are the timestamps:

0:00 - Are you ready? (Quick-fire Round)
0:51 - What's the most decadent use of AI you've heard of?
1:37 - How do we train a model to recognise a cat or a dog?
2:37 - How did Google collect data for their supervised image recognition AI?
4:18 - What area is getting the most investments into AI tech?
5:45 - Which country publishes the most on AI research?
6:31 - Should I study AI, Data Science or Computer Science as a major?
8:38 - Is there NLP for all languages?
9:41 - Subscribe to our podcast (links below)
10:00 - Disclaimer

#LionGlobalInvestors #LGISG #Podcast #AIOI #artificialintelligence #investment #letstalktrends

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Singapore REITs - Market Update 2022

November 15th

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.

Listen now on ↓ :
Website: https://lnkd.in/ewrbF3TW
Spotify: https://lnkd.in/g6ynNqaW
Google Podcast: https://lnkd.in/gA4Qd6Jw
Apple Podcast: https://lnkd.in/gy6nKKy9

For more information, visit us at https://www.lionglobalinvestors.com/en/fund.html?officialNav=LPGE

#singapore #lionglobalinvestors #lgisg #podcast #singaporerealestate #realestate #reits

Let's Talk Trends (Episode 16): Singapore Real Estate Outlook 2022

November 25th

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.

Listen now on ↓ :
Website: https://lgidirect.com.sg/podcasts/
Spotify: https://open.spotify.com/episode/00sYkN5YCDXpb1YthJoytq?si=W0ybU9a0SdOnq0GK-uTKlA
Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy83ZDZjMDBkNC9wb2RjYXN0L3Jzcw
Apple Podcast: https://podcasts.apple.com/us/podcast/lets-talk-trends/id1607455009

#LionGlobalInvestors #LGISG #Podcast #singapore #realestate #investment #letstalktrends

Here are the timestamps:
0:00 - Introduction
1:35 - How do we navigate through these factors and What is your outlook on Singapore Real Estate?
3:14 - Global money printing scenario and Singapore Real Estate Market?
4:27 - Despite the Fed raising rates and rising borrowing costs, investors don't seem to be derailing from the market...
7:04 - Taking the longer term view, how does global money printing affect the property market?
9:07 - How do these future crises like climate change etc, tie in with the Singapore property market?
11:29 - Summary of Singapore Real Estate Outlook 2022
13:34 - Thank you and Subscribe to our Channel
13:53 - Disclaimers

Follow us on LinkedIn:
https://www.linkedin.com/company/lionglobalinvestors
Like us on Facebook: https://www.facebook.com/LionGlobalInvestors
Like us on Instagram: https://www.instagram.com/lionglobalinvestors/

Let's Talk Trends (Episode 16): Singapore Real Estate Outlook Teaser

November 23rd

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.

Full video out now: https://youtu.be/LgjKgg9VZuc

Listen now on ↓ :
Website: https://lgidirect.com.sg/podcasts/
Spotify: https://open.spotify.com/episode/00sYkN5YCDXpb1YthJoytq?si=W0ybU9a0SdOnq0GK-uTKlA
Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy83ZDZjMDBkNC9wb2RjYXN0L3Jzcw
Apple Podcast: https://podcasts.apple.com/us/podcast/lets-talk-trends/id1607455009


#LionGlobalInvestors #LGISG #Podcast #singapore #realestate #investment #letstalktrends #teaser