Heritage Series
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DATE
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WEDNESDAY, 23 FEBRUARY 2022
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Title | Heritage Series |
Moderator | Samantha Siew Investment Advisor Standard Chartered Bank Malaysia |
Speaker(s) | Vincent Chan Head of Multi-Asset Fullerton Fund Management |
Key Takeaways | 1. Safe assets underperformed in 2021
Over the long history, fixed income and REITs have been regarded as stable assets, and both are key components to Heritage Income investment objective in achieving capital preservation. However, the sell-off in China property market last year has contaminated the outlook for Asia fixed income while extended lockdown affected the rental yield for REITs. The decline of Heritage Income was a function of unexpected events that hit the two key components (fixed income & REITs) at the same time.
2. Opportunities in REITS
3. Asia market as a shelter from the headwinds in global equities While a market correction is expected when US Fed tightens monetary policy, the outlook of global equities is increasingly challenged with looming geopolitical risks. Stay diversified and invest into Heritage Series, a portfolio of strategic asset allocation with monthly distribution. There are four key building blocks to the dynamic allocation of Heritage Series: SGD Bonds, Asian Bonds, S-REITs and Asian Equities. |