Last Friday (16 August), I had the pleasure of being invited onto InvestKaki‘s YouTube channel once again, where we dived deep into some hot topics for the 2nd half of 2024 and beyond – from REITs to banks, interest rates, and top stock picks, we left no stones unturned.

In this 40-minute video, you will discover:

📊 Singapore REITs & Banks: Our insights on their financial performances and dividend payouts in the latter half of the year.

📉 Interest Rate Projections: Discover forecasts on where interest rates might land by the end of 2024, 2025, and even into 2026 and beyond – and what that means for your investments.

🔍 Impact of Rate Cuts on Banks: How will upcoming interest rate cuts affect the financial performance of the three major Singapore banks?

💡 Asset Types to Watch: 2 asset types ready to shine in the near future – one starting with ‘G’ and the other with ‘O’. Can you guess them?

🇺🇸 US Market Outlook: We discuss how the US market might shape up post-Presidential Election.

💼 Our Stock Picks: A Singapore stock with multiple growth tailwinds and a ‘REIT-like’ dividend yield, and a US stock with a straightforward business model, 11% annual dividend growth, and a stellar 40% return on equity – leaving its competitors in the dust.

Ready to dive in? Watch the full discussion in the video below:

We hope you have found our insights useful.

Got a topic you’d like James and me to dive into next? Let us know in the comments below, or send me a message here.

Disclaimer: The views shared in this video are purely educational and reflect our personal opinions. These are not buy recommendations. Always do your own research before making any financial moves.

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