Neuberger Berman’s Post

Against a challenging macro backdrop, can Singapore REITs continue to be a safe haven for investors? Calvin Chin Siong Goh, CFA, Portfolio Manager, Asian Equities, shares his views on why investors should look past the day-to-day volatility driven by the changing expectations in interest rates in the 2024 Singapore Real Estate Market Outlook. For more information about our funds, visit the links below. Lion-Phillip S-REIT ETF: https://lnkd.in/gqrTK7xs Lion-OCBC Income Fund: https://lnkd.in/ggY3NT7T #LionGlobalInvestors #AssetManagement #SREITS #realestate #singapore

🌟 Next Panel: The ETFs Landscape in #Singapore and Future Opportunities! 🇸🇬 Singapore’s ETF market is buzzing with potential! 🚀 From innovation to expansion, this session will dive into the exciting growth and future of #ETFs in the Lion City. Tune in and learn from experts Wei Chin Kang, Director, Securities Trading, Equities Securities, SGX Group, Jermyn Wong, Head of Intermediary, South East Asia, State Street Global Advisors, ONG Xun Xiang (王勋祥), CFA, CAIA, CA, CFA, CAIA, CA, ETF Business Lead, Lion Global Investors and Deborah Fuhr, CFA fellow of ETFGI. Don’t miss out on the latest insights from leading experts on Singapore’s ETF opportunities and trends. 💡 👉 Join us live here: https://bit.ly/3ZlgkAL #ETFs #Singapore #Investment #FutureOpportunities #Finance #SGX #StateStreet #LionGlobal #VirtualEvent

You may not have to sacrifice on returns when investing in more sustainable companies. Comparing the Lion-OCBC Securities Singapore Low Carbon ETF performance to relevant benchmarks can also provide context for evaluating its success. As of 31 May 2024, it has delivered a year-to-date return of 7.9% – leading all Singapore equities ETFs listed on SGX. (Source: Bloomberg as of 31 May 2024) Read more: https://lnkd.in/gzMjmnVC #SustainableETFs #Investing #DollarsAndSense #ETF Lion Global Investors OCBC Securities

Legal & General Investment Management (LGIM)'s Nicola Morgan Brownsell: Investment Ideation Needs Collaboration with Dealing Desk An excerpt from from the recently released Global Trading / LSEG documentary Life Cycle of a Trade: Joining the Dots #Trading #Markets #CapitalMarkets #Innovation #Dealing #Investment #GlobalTrading LSEG (London Stock Exchange Group) https://hubs.li/Q02YGYnv0

Entering a lower interest rate environment, Singapore REITs with defensive cash flows could outperform peers in the Asia-Pacific region. Additionally, lower interest rates would enable Singapore REITs to grow their top line through accretive acquisitions. This and more from Calvin Chin Siong Goh, CFA, Portfolio Manager, Asian Equities and ONG Xun Xiang (王勋祥), CFA, CAIA, CA, ETF Business Lead in the latest Lion-Phillip S-REIT ETF quarterly newsletter: https://lnkd.in/gYQ4pii9   The Lion-Phillip S-REIT ETF (listed on SGX Group) gives investors low-cost access to a diversified portfolio of high-quality S-REITs. The Index is designed to screen for high yielding REITs with superior quality and financial health.   #LionGlobalInvestors #assetmanagement #ETF #SREITS #realestate #singapore #REITETF #SingaporeREITs

Want to invest in the ETF with the best total returns among Singapore equities ETFs in 2023 and Q1 2024* (Source: SGX as of 31 March 2024)? The Lion-OCBC Securities Singapore Low Carbon ETF can be a good option to add to a portfolio for investors who wish to stay diversified and contribute to a low-carbon economy.   For more information, visit: https://lnkd.in/gBD-raRp *Past performance is not necessarily indicative of future performance. #LionGlobalInvestors #AssetManagement #ETF #OCBC #OCBCSecurities #lowcarbon #greeneconomy #Singapore

We are honoured to celebrate with our strategic partner, Hang Seng Investment, for the 25th anniversary of the Hang Seng Investment Tracker Fund. The Tracker Fund is Hong Kong’s largest ETF, with an impressive AUM exceeding HK$ 151.65 billion. It reflects a quarter of a century of growth, innovation and a strong commitment to investors. In collaboration with Hang Seng Investment, CMSAM(HK) unveiled this September, the launch of two new ETFs: the Hang Seng CMS Bloomberg US Treasury 1-3 Year Index ETF (Stock code: 3436) and the Hang Seng CMS Bloomberg US Treasury 7-10 Year Index ETF (Stock code: 3435). These ETFs stand as prime examples of our commitment to facilitating access to U.S. Treasury investments and supporting overseas ETF managers in connecting with the Chinese onshore market. #ETFs #HongKong #Investment #CMSAMHK

Great to see success of Lion-OCBC Securities APAC Financials Dividend Plus ETF. iEdge APAC Financials Dividend Plus Index aims to track the 30 largest and most tradable companies listed in Asia Pacific, and is designed to provide access to stable dividend payout attributes and growth in the financial sector. To find out more about Lion-OCBC Securities APAC Financials Dividend Plus ETF - https://bit.ly/3S7GEKc iEdge APAC Financials Dividend Plus Index - https://bit.ly/3ScluL4

Today’s China Top Five: 💡 𝗠&𝗔 | 𝗙𝗠𝗖𝘀 Following its merger with Haitong Securities, it is reported that Guotai Junan Securities Co., Ltd will seek to merge fund management companies Hua An and HFT in which it will have majority stakes. The rationale is that it wishes to retain the Enterprise Annuities and NSSF licenses that the latter holds. 💡 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 | 𝗙𝗼𝗿𝗲𝗶𝗴𝗻 𝗛𝗼𝗹𝗱𝗶𝗻𝗴𝘀 After 12 months of continuous increases, foreign institutions have reduced their holdings of Chinese interbank market bonds for three consecutive months. By the end of November 2024, foreign institutions held RMB4.15tr in bonds, accounting for 2.7% of the market—a reduction of RMB370bn since August. 💡 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 | 𝗙𝗹𝗼𝘄𝘀 Cross-border fund flows under the GBA Wealth Management Connect reached RMB96.8bn by November, a fivefold increase from February when upgrades were implemented. The number of participants also increased significantly to more than 126,000. 💡 𝗘𝗧𝗙𝘀 | 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 The CSI Dividend Low Volatility Index rose over 5% from November 18 to December 18, while dividend-themed ETFs saw a net inflow of nearly RMB20bn, with total assets surpassing RMB100bn. Leading funds include Huatai-PineBridge Dividend ETF (RMB22bn), Huatai-PineBridge Dividend Low Volatility ETF (RMB11bn), and E Fund Dividend ETF (RMB8bn). 💡 𝗜𝗣𝗢𝘀 | 𝗔𝗻𝘁 𝗚𝗿𝗼𝘂𝗽 Ant Group has denied market reports that it is preparing to relaunch its IPO. The firm has also refuted claims that it will pursue a backdoor listing via the acquisition of a listed company. The Ant Group IPO was initially scheduled in November 2020 before being cancelled at the last minute.   #chinatopfive #zbenadvisors #assetmanagement #mutualfunds #ETFs #china #financialnews

Today’s China Top Five: 💡 𝗠&𝗔 | 𝗙𝗠𝗖𝘀 Following its merger with Haitong Securities, it is reported that Guotai Junan Securities Co., Ltd will seek to merge fund management companies Hua An and HFT in which it will have majority stakes. The rationale is that it wishes to retain the Enterprise Annuities and NSSF licenses that the latter holds. 💡 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 | 𝗙𝗼𝗿𝗲𝗶𝗴𝗻 𝗛𝗼𝗹𝗱𝗶𝗻𝗴𝘀 After 12 months of continuous increases, foreign institutions have reduced their holdings of Chinese interbank market bonds for three consecutive months. By the end of November 2024, foreign institutions held RMB4.15tr in bonds, accounting for 2.7% of the market—a reduction of RMB370bn since August. 💡 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 | 𝗙𝗹𝗼𝘄𝘀 Cross-border fund flows under the GBA Wealth Management Connect reached RMB96.8bn by November, a fivefold increase from February when upgrades were implemented. The number of participants also increased significantly to more than 126,000. 💡 𝗘𝗧𝗙𝘀 | 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 The CSI Dividend Low Volatility Index rose over 5% from November 18 to December 18, while dividend-themed ETFs saw a net inflow of nearly RMB20bn, with total assets surpassing RMB100bn. Leading funds include Huatai-PineBridge Dividend ETF (RMB22bn), Huatai-PineBridge Dividend Low Volatility ETF (RMB11bn), and E Fund Dividend ETF (RMB8bn). 💡 𝗜𝗣𝗢𝘀 | 𝗔𝗻𝘁 𝗚𝗿𝗼𝘂𝗽 Ant Group has denied market reports that it is preparing to relaunch its IPO. The firm has also refuted claims that it will pursue a backdoor listing via the acquisition of a listed company. The Ant Group IPO was initially scheduled in November 2020 before being cancelled at the last minute. #chinatopfive #zbenadvisors #assetmanagement #mutualfunds #ETFs #china #financialnews