S1E269: The great yield shift: why banks are gaining altitude as Reits seek grounding
The high-yield trade is fracturing. As higher-for-longer rates lift banks’ fortunes, Reits face a triple threat: narrowing yield spreads, soaring debt costs, and depressed valuations. Is your income portfolio resilient? Howie Lim speaks to RHB experts to discuss this growing divergence, revealing the crucial metrics (beyond yield) and tactical moves you need now to navigate uncertainty and secure superior returns.
Synopsis: Every Monday, The Business Times breaks down useful financial tips.
Highlights:
01:02 Reits’ triple threat: how rising rates hit
03:56 What higher for longer means for both
06:02 Banks as a proxy for economic growth
12:51 Divergence is cyclical
16:25 Defensive Reits and sub-sectors
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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
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Written and hosted by: Howie Lim (howielim@sph.com.sg)
With Vijay Natarajan, research analyst and Shekhar Jaiswal, head of equity research, RHB Bank
Edited by: Howie Lim & Claressa Monteiro
Produced by: Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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