Do you know where are the risk and opportunities in 2023?
2022 saw rising inflation & S&P500 in down trend
Fed is planning to whatever it takes to tame inflation. Is it good for your portfolio?
Will the markets crash in 2023, or climb higher?
Shortly into 2023, we saw S&P500 recovering. Will it continue?
Timestamps
1:44:30 Intro
1:48:37 Market Recap: Singapore REIT Index performance; comparison with STI and Financial Index
- 1:58:02 US Fed Hike Rate
2:00:42 Things to look out for in 2023
- Keeping an eye on Net Asset Value/Unit and DPU growth trends
2:04:15 Why you need to look at financial ratios of a REIT and not just yields:
- EC World REIT Case Study: Debt Management
- Unsecured Borrowings
2:08:35 Capitaland Ascott Trust Case Study
2:10:23 Manulife US REIT Case Study: Risk of breaching 50% gearing ratio limit
- How MUST could try to reduce its gearing ratio
- Portfolio valuation dror
2:15:03 My radio interview on the S-REIT Market Outlook for 2023 (or view here)
2:17:32 REIT Investing Strategy for 2023
- REITs are cyclical, despite poor performance during 2022
2:19:39 Summary
2:22:12 How your Investment Portfolio should look like
OTCS invited 3 expert practitioners to share with us their market outlook for 2023; where are the risks and the opportunities in the Singapore and US markets.
Bring your most pressing questions about Stocks, REITs, Bonds, SG and US Markets as we will have a Q&A segment for you to get your answers.
Kenny Loh is an Associate Wealth Advisory Director and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments, Digital Assets and Fixed Maturity Funds to achieve an optimal risk adjusted return. Kenny is also a CERTIFIED FINANCIAL PLANNER, SGX Academy REIT Trainer, Certified IBF Trainer of Associate REIT Investment Advisor (ARIA) and also invited speaker of REITs Symposium and Invest Fair.
You can join my Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement
