FSMOne SG - Research Highlights - @fsmone_sg

Fund Idea: Funds in Focus – June 2024 Check out: • What were the best & worst performing markets/sectors in June • Our top fund recommendation for the month • Other interesting fund ideas • Our views on the market ahead 📖: Read the full article here ___ Start your investing journey here: bit.ly/openfsmacct

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Funds in Focus – June 2024 | FSMOne Singapore

Our monthly summary of market movements over the past month, what drove them, and our views ahead. We will also reveal our top fund recommendations for June 2024, alongside other interesting fund ideas worth highlighting.

Stock Idea: Valuation of S-REITs looks seemingly cheap, should we all be in? • The forward price-to-book ratio of the FTSE ST REIT Index is currently close to two standard deviations below its ten-year average, seemingly cheap. However, we should not take this information at face value and dive straight in. • In light of the higher for longer rates environment, we stress tested the top ten S-REITs by market capitalisation, addressing the potential downside risks by accounting for cap rate expansion and refinancing risks. • Certain S-REITs namely CapitaLand Ascendas REIT and Mapletree Industrial Trust, emerged much more resilient than others in terms of available buffers and interest coverage ratios. • Overall, we advise investors to remain selective in this sector and consider S-REITs that are more resilient in the face of a higher for longer rates environment. 📖: Read the full article here ___ Start your investing journey here: bit.ly/openfsmacct

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Valuation of S-REITs looks seemingly cheap, should we all be in? | FSMOne Singapore

With rates staying higher for longer, we maintain our view that it is crucial to remain selective in this sector. We prefer S-REITs with greater resilience in the current interest rate landscape.

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Are you great at picking funds? Here’s your chance to collect even more winnings with this contest! Submissions end 31st July 2024! Select 3 funds from the 2023/2024 FSM Recommended Funds. The Top 10 winners with the best combined returns stand to win S$188. 🥇Start winning!

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Top Equity Funds 2Q24: Equities extend their gains on AI enthusiasm Global equities extended their gains for another quarter in 2Q24, supported by solid earnings and enthusiasm for AI. Check out the top and bottom performing funds of 2Q24. 📖: Read the full article here ____ Start your investing journey here: bit.ly/openfsmacct Register for iFAST Mid-Year Review 2024 here: bit.ly/midyearreview24

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Top Equity Funds 2Q24: Equities extend their gains on AI enthusiasm | FSMOne Singapore

We take a look at the best and worst-performing equity funds of 2Q24. We also share our views on various markets as we enter into the second half of the year.

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🚧 Important Update for iFAST Mid Year Review Attendees 🚧 We're excited to see you on 13 July (Saturday) for iFAST Mid-Year Review, where we will share about the market outlook and investment strategies you need for 2024! Note: Please take note of the temporary road diversion when heading toward Suntec Convention Centre. 📊 Look out for our fund selection contest as well as attractive prizes to be won at the lucky draw! Event Details 📅 Date: 13 July (Saturday) ⏰ Time: 930am (Registration and light breakfast starts at 9am) 📍 Venue: Suntec Convention Centre, Summit 1 (Level 3)

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Top Equity Funds 2Q24: Equities extend their gains on AI enthusiasm Global equities extended their gains for another quarter in 2Q24, supported by solid earnings and enthusiasm for AI. Check out the top and bottom performing funds of 2Q24. 📖: Read the full article here

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FSMOne Singapore - Formerly Fundsupermart.com (FSM)

Top Wealth Mgt platform in Singapore. Cash, Auto-Sweep, Funds, Bonds, Stocks, ETFs, Managed Portfolios, Debit Card & Insurance! Invest in SG, US, HK, CN, MY & UK markets with one account.

ETF Idea: ETF Insights: Seizing the US economy’s sustained growth trajectory (June 2024) • Seizing the US economy's sustained growth trajectory • A new pair of value and growth-oriented ETFs debut in LSE • Another Russell 2000 ETF hits the market • ETF Spotlight: ETF Focus List 📖: Read the full article here ___ Start your investing journey here: bit.ly/openfsmacct Register for iFAST Mid-Year Review 2024 here: bit.ly/midyearreview24

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ETF Insights: Seizing the US economy’s sustained growth trajectory (June 2024) | FSMOne Singapore

Seizing the US economy’s sustained growth trajectory. A new pair of value and growth-oriented ETFs debut in LSE. Another Russell 2000 ETF has hit the market. ETF Spotlight: ETF Focus List 2024. Discover the latest happenings in the ETF industry.

Macro Research: Top Equity Markets in 2Q24 • Global equity markets mostly registered positive returns in the second quarter. Asia-ex-Japan emerged as the best-performing region with a 7.74% increase, outpacing the global equity market measured by the MSCI ACWI index, which grew by a modest 3.34%. • In contrast, Latin America was the worst-performing region, recording losses of 11.62%. • At the individual market level, the best-performing markets in 2Q24 (in SGD terms) were Taiwan (+13.05%) and Hong Kong (+9.67%). 📖: Read the full article here ___ Start your investing journey here: bit.ly/openfsmacct Register for iFAST Mid-Year Review 2024 here: bit.ly/midyearreview24

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Top Equity Markets in 2Q24 | FSMOne Singapore

In the second quarter of 2024, global equity markets generally delivered solid performance. This article highlights the best and worst performing markets for 2Q24, along with their respective outlooks for the year ahead.

Market Outlook: Positioning your portfolio for the second half of 2024 and beyond • Inflation and interest rates will remain elevated for an extended period. Disinflation in the US has been slow and challenging, while in the EU, the rate-cutting process is expected to be very gradual. • The Bank of Japan expects long-term inflation to gradually reach its 2% target, driven by rising wages and prices. Along with structural drivers like improved corporate governance, Japan’s equity market likely has strong growth potential. • We've warned that China's rally isn't sustainable. Chinese equities are faltering amid rising trade tensions and a worsening property market slump. 📖: Read the full article here ___ Start your investing journey here: bit.ly/openfsmacct Register for iFAST Mid-Year Review 2024 here: bit.ly/midyearreview24

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Market Outlook: Positioning your portfolio for the second half of 2024 and beyond | FSMOne Singapore

As we pass the halfway mark of 2024, it's time to revisit some major investment themes and markets. Should you brace for prolonged elevated inflation and interest rates? What are some markets you should consider, and which should you approach with caution?

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Market Outlook: Positioning your portfolio for the second half of 2024 and beyond • Inflation and interest rates will remain elevated for an extended period. Disinflation in the US has been slow and challenging, while in the EU, the rate-cutting process is expected to be very gradual. • The Bank of Japan expects long-term inflation to gradually reach its 2% target, driven by rising wages and prices. Along with structural drivers like improved corporate governance, Japan’s equity market likely has strong growth potential. • We've warned that China's rally isn't sustainable. Chinese equities are faltering amid rising trade tensions and a worsening property market slump. 📖: Read the full article here ___ Start your investing journey here: bit.ly/openfsmacct Register for iFAST Mid-Year Review 2024 here: bit.ly/midyearreview24

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Market Outlook: Positioning your portfolio for the second half of 2024 and beyond | FSMOne Singapore

As we pass the halfway mark of 2024, it's time to revisit some major investment themes and markets. Should you brace for prolonged elevated inflation and interest rates? What are some markets you should consider, and which should you approach with caution?

FSMOne SG - Research Highlights

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