Podcasts

Singapore Market Outlook 2023: The New ESG "Energy, Security & Geopolitics"

September 18th

What are the challenges associated with achieving net zero emissions?

Watch our latest video for Singapore Market Outlook as Kenneth Ong, Portfolio Manager, delves deep into the new “ESG” (Energy, Security & Geopolitics) and how it can help to create an opportunity for the industrial companies in Singapore to thrive.

To learn more, visit us at:
https://lgidirect.com.sg/riding-on-global-megatrends-the-new-esg-energy-security-and-geopolitics/

LionGlobal Singapore Dividend Equity Fund aims to provide investors with regular distributions and long-term capital growth by investing primarily in high and/or sustainable dividend yielding equities (including real estate investment trusts, business trust and exchange traded funds) listed on the Singapore Stock Exchange (Mainboard and Catalist) or listed outside of Singapore.

For more information, here: https://www.lionglobalinvestors.com/en/fund.htmlofficialNav=LSDS

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

#LGISG #LionGlobalInvestors #assetmanagement #marketoutlook #Singapore #ESG

2023 Singapore Real Estate Outlook

August 3rd

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.

To learn more, listen to our latest #podcast on:
Website: https://lgidirect.com.sg/podcast
Spotify: https://open.spotify.com/episode/37IavrbTKodEVkdjhaGWcb?si=5438b5f7104a4b95
Apple Podcast: https://podcasts.apple.com/us/podcast/lets-talk-trends/id1607455009
Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy83ZDZjMDBkNC9wb2RjYXN0L3Jzcw

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

#LGISG #LionGlobalInvestors #LetsTalkTrends #MarketOutlook #AssetManagement

India Market Update 2023

June 23rd

In his 2H 2023 India Market Update, Kenneth Ng, Portfolio Manager, shares 3 key reasons why he remains positive on the #India market. He delves into India’s manufacturing renaissance, the impact of positive government reforms and how the ongoing rise of its middle class signifies the beginning of a multi-year tailwind for India.

Read the latest India Market Update by Kenneth Ng, Portfolio Manager, here: https://lgidirect.com.sg/india-market-update-2023-lionglobal-india-fund/

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

#LionGlobalInvestors #LGISG #assetmanagement #IndiaOutlook

Japan Market Update 2023

May 26th

There has been a lot of buzz and excitement surrounding #Japan of late. Wee Ban Yew, Fund Manager, gives an update on the Japan market. He highlights the impact of corporate reforms on shareholders and how deflation may be coming to an end. Ban Yew also spoke about the key drivers behind the Japan economy in the near term.

Read the full market update by Ban Yew: https://lgidirect.com.sg/japan-market-outlook-turning-tides-lionglobal-japan-fund/

#LGISG #LionGlobalInvestors #assetmanagement #japan #marketupdate

Singapore Real Estate Market Update 2023

May 11th

Kenneth Ong, Fund Manager, gives an update on the Singapore Real Estate Market on the back of the recent hikes to Additional Buyer's Stamp Duty (ABSD) rates. Kenneth shares the drivers behind the strong demand for #property since COVID-19 and why he believes that direct government stimulus will help to reflate the global economy.

Read his latest article on the Singapore Property Market here: https://lgidirect.com.sg/singapore-property-why-we-are-not-surprised-by-absd-hike/

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

#LGISG #LionGlobalInvestors #assetmanagement #stampduty #singapore

Japan Market Outlook 2023

May 5th

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.

Listen to our podcast on ↓:
Spotify: https://open.spotify.com/episode/3nBqpkP8WHo2XTX8mP1YwU?si=8a493162f51e41a8
Website: https://lgidirect.com.sg/podcasts/
Apple Podcast: https://podcasts.apple.com/us/podcast/lets-talk-trends/id1607455009

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

#LGISG #LionGlobalInvestors #LetsTalkTrends #MarketOutlook #assetmanagement #Japan

India Outlook 2023

May 5th

After 18 months of outperformance (Jun-2021 to Dec-2022) of MSCI India Index versus the MSCI Asia ex-Japan Index, the #India market has started to give up its gains in 2023. Corporate earnings have been impacted by energy inflation and higher commodity prices, which has led to eroding business confidence. Additionally, rising interest rates and bank failures have taken a toll on India's economy. As the market is still trading at a premium relative to its history, we had expected some short-term retracement. Despite these challenges, we remain positive on the long-term structural story of India.

Full update by our Fund Manager, Kenneth Ng here: https://lnkd.in/g6KvzmQj

Disclaimer: https://lnkd.in/gwfUe2qi

#LGISG #LionGlobalInvestors #assetmanagement

Asia Bond Market Outlook 2023

April 18th

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/

#LGISG #Podcast #marketoutlook #investment #letstalktrends #asia #asiamarket #china #chinamarket #bonds #lionglobalinvestors #svbcollapse

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

Here are the timestamps:

0:00 - Introduction
0:48 - Summary of the Banking Turmoil in US & Europe
1:31 - How do you think about the interest rate trajectory now?
2:35 - AT1 bonds & Asian Bond Markets
4:33 - How should potential investors be positioned within Asian bonds?
4:55 - Key Takeaways for potential Investors
5:54 - Please subscribe to Let's Talk Trends on Spotify
6:06 - Disclaimer

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China Market Update 2023

March 22nd

All eyes are on China – Investors’ sentiment as well as positioning have turned positive on this global superpower in contrast to the doom-and-gloom scenario painted just last year.

Watch the video for the 3 key points on why we believe that China has shifted from “uninvestable” to “unavoidable”.

Read the full China Market Update, written by Dawn Leong our Content and Communications Lead and Lim Yuin, CFA our Chief Investment Strategist, here: https://lnkd.in/ddZAsXbc

#LGISG #LGIdirect #LionGlobalInvestors #LionGlobalSG #finance #finances #financetips #financenews #financesg #financesingapore #markets #marketoutlook #economy #China #Chinamarket #Chinaeconomy

2023 Asia Market Outlook

March 10th

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.

Learn more on our LionGlobal Asia-Pacific Fund here: https://www.lionglobalinvestors.com/en/fund.html?officialNav=OAPS#lionglobalinvestors

#LGISG #Podcast #marketoutlook #investment #letstalktrends #asia #asiamarket #china #chinamarket

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2023 Asia Market Outlook (Teaser)

March 8th

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.

Full video out now: https://youtu.be/bacPHlBrbY0

#LGISG #Podcast #marketoutlook #investment #letstalktrends #asia #asiamarket #china #chinamarket

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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

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