Beyond Markets

In this episode, we discuss how the tide appears to be turning in favor of the Singapore REITs, as their leveraged business model which worked against them when interest rates were rising, are now less of a disadvantage as rates approach a peak. Our more positive sector view is qualified by the observation that rates - while plateauing - are nonetheless expected to remain high, crimping distribution growth. We have a preference for the retail and new economy industrial REITs in the current climate.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.