Institutional investors

REGULATOR’S COLUMN

Forward guidance: Why it matters and how to get it right

With clear communication on anticipated earnings and business strategies, listed companies can signal confidence and build credibility

While US inflation should stabilise in 2026, the path to the Federal Reserve’s 2% target will be longer than expected.

Challenges to handle, opportunities to pursue in 2026

Key drivers include navigating tricky US rate-cut decisions

SAC has also launched an engagement playbook outlining practical “good hygiene” principles for investor relations.

Only 18% of investors rate SGX listcos’ disclosures as ‘very transparent’ despite quarterly engagements: study

Research by Stewardship Asia Centre also highlights a disconnect between investors and corporates on key priorities

The Monetary Authority of Singapore will refine the proposals as needed, and issue a separate consultation on the draft amendments.

No compulsory financial advice needed for most retail investors under proposed MAS changes

With a set of tweaks, the regulator hopes to balance between giving autonomy and protecting those putting money into investment products

The review notes that for a sophisticated financial sector in a developed economy like Singapore, investors headquartered here can do better in some metrics where they have scored similarly with the regional average.

Singapore investors behind regional peers on climate governance and disclosures: investor group

Asia Investor Group on Climate Change notes that the real economy still has a long way to go until investors align their portfolios with net-zero trajectories

To further empower minority shareholders, the report suggests lowering shareholding thresholds for them to requisition an extraordinary general meeting and propose resolutions.

Stronger investor protection in Singapore needed as gaps persist: Sias report

Some 37% of investors surveyed face difficulties in exercising their rights as shareholders

Given the broad consensus on China’s threat, tariffs on Chinese imports will inevitably rise. The US has a more than US$300 billion trade deficit with China.
CIO CORNER

Outlook 2025: opportunities and risks

Investors should be prepared for periods of volatility, given policy uncertainties

British Prime Minister Keir Starmer needs to convince investors his economic growth plans are credible.

Investors put UK election winner Labour on credibility watch

Labour still needs to revive long-term confidence in UK markets that have struggled since 2016’s Brexit vote

Betting on real estate debt is not for the faint-hearted. The global commercial property industry, in particular offices, is still in the grip of its biggest slump since the 2007-2009 financial crisis.

Big-name funds pile into real estate debt as banks retreat

Most are focusing on lending to logistics, data centres, multi-family rentals and the high-end office market

Travellers at Changi Airport. The resurgence of tourism has led to increased acquisition activity in Singapore's hospitality sector.

Singapore top recipient of Q1 cross-border investments in Apac: Knight Frank

Institutional investors lead the inflow – especially in the hospitality sector – accounting for US$906 million