Positioning Your Investment Portfolio Through S-REITs and Fixed Income 2024

In today's economic climate, interest rates hold significant importance for investors, financial planners, and analysts.

In high-interest-rate environments, fixed income and short-duration bond funds are favoured choices. However, with rates currently high but expected to decline, sectors like Real Estate Investment Trusts (REITs) may experience a resurgence. REITs offer appealing tax advantages and high dividends, making them attractive in a declining rate environment.

The uncertainty regarding the trajectory of interest rates is palpable, as recent indicators suggest ongoing economic expansion alongside easing inflation, yet inflation remains elevated above the 2% objective, as noted by Fed Chair Powell during the last FOMC meeting. This seminar will delve into the influence of interest rate fluctuations on the performance of various assets, including REITs and Bond Funds.

Join us in this seminar on 19 Jul, Fri at 12pm where Mr Charles Lee, part of the investment team at Phillip Capital Management,and Ms Jiang Xin Hong, from the Business Development team will disucsss the impact of interest rate fluctuations on the performance of various assets, including REITs and Bond Funds.

For enquiries, please call us at 6812 1555 or email us at [email protected]

Host or Publisher Phillip Securities Pte Ltd