Where should investors park their money
Investors should expected volatility to continue.
Investors should:
• Stay invested.
-> Stocks with rising earning trend will move up over time. This includes Alphabet, Alibaba, Tencent, Facebook, Hermes etc.
• Looking to alternatives.
-> Clients can invest into H20 Adagio, H20 Multibond and The Partners Sicav Fund at 0.30% Euro loan rate. These alternative funds have delivered positive performance even in a volatile market.
• Taking a longer term view.
-> Trade wars usually do not last for many years.
-> A full-blown trade war hasn’t occurred in more than 80 years for a very simple reason: Countries understand the devastation that can result.
• Invest into healthcare sector.
-> Over 3.65 million people every year are reaching retirement age in the U.S. And this rate isn't expected to slow down until at least 2029. As this cohort of baby boomers hits retirement, the impact of the aging baby boomer population will likely drive national healthcare expenditures -- and company revenues -- higher.
-> Healthcare spending is even expected to outpace gross domestic product (GDP) by one percentage point, boosting the healthcare share of GDP from 17.9% to nearly 20% by 2026.
-> Clients can invest into United Healthcare Fund, S&P Biotech ETF (XBI) or Nasdaq Biotech ETF (IBB).
• Invest into gold - gold has been a safe haven in times of turmoid.
-> Clients can sell put option on XAU to get access into gold at lower price.
• Invest into Japanese Yen - Yen is often a safe habour thanks to the country's status as the country's as the world's biggest net creditor.
-> Clients can buy Yen via FX margin trade.
• Singapore REITs that are domestic focus or rising DPU (distribution per unit) have been resilient.
-> They are Capitaland Commercial Trust (5.06% yield), Frasers Logistics & Industrial Trust (6.58% yield), Keppel DC REIT (5.43% yield) and Mapletree Commercial Trust (5.70% yield).
Investors should:
• Stay invested.
-> Stocks with rising earning trend will move up over time. This includes Alphabet, Alibaba, Tencent, Facebook, Hermes etc.
• Looking to alternatives.
-> Clients can invest into H20 Adagio, H20 Multibond and The Partners Sicav Fund at 0.30% Euro loan rate. These alternative funds have delivered positive performance even in a volatile market.
• Taking a longer term view.
-> Trade wars usually do not last for many years.
-> A full-blown trade war hasn’t occurred in more than 80 years for a very simple reason: Countries understand the devastation that can result.
• Invest into healthcare sector.
-> Over 3.65 million people every year are reaching retirement age in the U.S. And this rate isn't expected to slow down until at least 2029. As this cohort of baby boomers hits retirement, the impact of the aging baby boomer population will likely drive national healthcare expenditures -- and company revenues -- higher.
-> Healthcare spending is even expected to outpace gross domestic product (GDP) by one percentage point, boosting the healthcare share of GDP from 17.9% to nearly 20% by 2026.
-> Clients can invest into United Healthcare Fund, S&P Biotech ETF (XBI) or Nasdaq Biotech ETF (IBB).
• Invest into gold - gold has been a safe haven in times of turmoid.
-> Clients can sell put option on XAU to get access into gold at lower price.
• Invest into Japanese Yen - Yen is often a safe habour thanks to the country's status as the country's as the world's biggest net creditor.
-> Clients can buy Yen via FX margin trade.
• Singapore REITs that are domestic focus or rising DPU (distribution per unit) have been resilient.
-> They are Capitaland Commercial Trust (5.06% yield), Frasers Logistics & Industrial Trust (6.58% yield), Keppel DC REIT (5.43% yield) and Mapletree Commercial Trust (5.70% yield).
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