S-Reits

Banks crashed, yields spiked, and institutions are rotating. Is it a reset or a reckoning? SGX strategist Geoff Howie breaks down where the real entry points are — before you buy the dip.

Some view manager-internalisation as a ‘nuclear option’, but Sert is demonstrating that it is also a constructive growth-oriented strategy

It will be done at a consideration of 94 million euros, excluding third-party co-investment stakes

The case for fewer, bigger trusts keeps getting stronger, with interest rates going up and most S-Reits still trading below book

Deteriorating fiscal sustainability in major economies is keeping foreign bond yields structurally higher

The yield gap between them is widening, but rising bond yields and interest rates bear watching

Rising bond yields may reach a tipping point that chokes off growth and deflates richly priced blue chips

It should focus on ensuring its portfolio pivot boosts its DPS instead of wading into a potentially contentious overhaul

Strong office property fundamentals and asset sales may boost its sagging units