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.
Aug 03, 2023•11 min•Season 1Ep. 24
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?
Jul 25, 2023•6 min•Season 1Ep. 23
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?
Jul 20, 2023•6 min•Season 1Ep. 21
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...
May 05, 2023•18 min•Season 1Ep. 21
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...
Apr 24, 2023•7 min
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 wi...
Apr 18, 2023•7 min•Season 1Ep. 19
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. ...
Mar 03, 2023•14 min•Season 1Ep. 18
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. ...
Jan 31, 2023•8 min•Season 1Ep. 17
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...
Nov 22, 2022•15 min•Season 1Ep. 16
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. For more information, visit our website...
Nov 15, 2022•4 min•Season 1Ep. 15
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.
Sep 19, 2022•11 min•Season 1Ep. 14
In this episode of Let’s Talk Trends, we are delighted to have Kenneth Ong , fund manager of LionGlobal Singapore Dividend Equity Fund back on our podcast. He shares his views about geopolitical tensions and inflation; and how Singapore can weather the challenges ahead. He also addresses the opportunities that exist for blue "cheap" companies due to the COVID recession across the different sectors....
Sep 02, 2022•9 min•Season 1Ep. 13
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 w...
Aug 05, 2022•22 min•Season 1Ep. 12
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 deployin...
Jul 15, 2022•31 min•Season 1Ep. 11
Back with a bang! In this episode, 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...
Jun 24, 2022•13 min•Season 1Ep. 10
Our Lion-OCBC Securities Singapore Low Carbon ETF was listed on the Singapore Exchange on 28 April 2022! This is the first low carbon ETF in Singapore. It tracks the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index, which consists of the top 50 companies by free-float market capitalisation that are i) representative of Singapore's real and financial economy and ii) have a lower carbon footprint and involvement in fossil fuels. The index provides investors with an effective tool for limitin...
Apr 29, 2022•23 min•Season 1Ep. 9
Podcast Takeover! This episode of Let’s Talk Trends will be hosted by Reggie Koh (aka Chief Financial Coconut) under Trading Matters by OCBC Securities. The guest is Cavin Teo, our head of Environmental, Social and Governance (ESG) at Lion Global Investors. They will explore ESG investing and how tackling climate change could be a game-changer for markets. They cover three key questions in this episode – first, the shift into Green and low-carbon as a new growth opportunity; second, do low-carbo...
Apr 01, 2022•16 min•Season 1Ep. 8
Metaverse is a new buzzword that has captured the imaginations of many since it made headlines in late 2021. A term first coined in 1992, it has come to amalgamate several cutting edge technologies under this umbrella term. In this episode, Ong Ai Ling - Portfolio Manager of the LionGlobal Disruptive Innovation Fund (GDIF) - walks us through what exactly this is all about. She helps us to debunk some common myths surrounding this theme and how to differentiate between hype and reality. We also d...
Mar 11, 2022•35 min•Season 1Ep. 7
In this episode of Let’s Talk Trends, we discuss 2022 China Market Outlook and our positive view on its long-term structural growth story with ETF Specialist, Ong Xun Xiang . We delve deep into the Lion-OCBC Securities China Leaders ETF that offers diversified exposure to 80 China Market Leaders. As Singapore’s first China focused dividend-paying ETF, it offers investors an easy and affordable way to access leading companies in China. He highlights several key constituents of the ETF, and answer...
Feb 25, 2022•20 min•Ep. 6
Welcome to our C-Suite Special Podcast Edition! This series aims to bring inspiration and insights from respected and experienced leaders at Lion Global Investors, as they share their journey in navigating the complexities of the asset management industry. In this episode, we are thrilled to have our Chief Marketing Officer, Kwok Keng Han , with us. Keng Han joined LGI in February 2021, bringing with him over 18 years of experience. He highlights the key unique differentiating factors of LGI and...
Feb 18, 2022•12 min•Ep. 5
In this episode of Let’s Talk Trends, we discuss the outlook of the Global Technology sector in 2022 with our Chief Investment Strategist, Lim Yuin . Global Tech stocks have had achieved some spectacular returns over the last few years but are currently under siege. He highlights three macro themes that could drive returns for this sector in 2022, and his optimism for the Chinese Tech names. He also shares his thoughts on the long-term disruptive innovation trends that would continue to shape th...
Feb 11, 2022•18 min•Ep. 4
Despite being a pandemic year in 2021, the prices did not fall in the Singapore Residential market . Our equity fund manager, Bryan Lim who has been in the Singapore property space since 2009 shares his insights and the reasons behind his optimism for the future of this market. In this episode, we will also be discussing which of the sub-segments of the property market will be the highlight of 2022 as well as the perineal debate of new launch vs. resale....
Jan 28, 2022•16 min•Ep. 3
We believe that the Singapore equity market is possibly at an once-in-a-decade positive inflection point. Fund manager, Kenneth Ong , shares the reasons behind his optimism and elaborates how the cycle of technological diffusion can benefit companies in Singapore, especially those that we label as “Blue Cheap” opportunities. In this episode, we also discuss what rising inflation means for the Singapore market as well as the age-old debate of value versus growth investing....
Jan 21, 2022•19 min•Ep. 2
Welcome to the first ever episode of “Let's Talk Trends” . In the inaugural episode, we are joined by our Chief Investment Strategist, Lim Yuin , as we dig deep into the year ahead and discuss what lies ahead of us. We delve into the key themes of 2022 and highlight how investors like you can be positioned to capitalize on these opportunities....
Jan 13, 2022•16 min•Ep. 1
