Interest Rate Cuts: Time to Ditch Banks for REITs?

Summary

In this financial discussion, hosts Adam, Roman, and Victor analyze the potential impact of a Federal Reserve interest rate cut on investment portfolios. They discuss historical data, suggesting bonds tend to perform well during rate cuts, while equities may underperform. Focusing on Singapore's REITs and banks, they argue that despite recent challenges, a rate cut could benefit REITs due to lower refinancing costs. Conversely, banks, offering high dividend yields compared to government bonds, may not be as affected by rate changes. The hosts advise viewers to consider long-term strategies over short-term market timing.

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