LONG FCT: The Ultimate Asian Yield Fortress Defying Global Macro Volatility
Global volatility is forcing capital into ultra-defensive assets. We think FCT's 99.8% occupied, necessity-driven Singapore suburban retail...
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Primer: Frasers Centrepoint Trust (FCT SP) - Apr 2026
FCT is a pure-play on the resilient Singapore suburban retail market, owning a portfolio of dominant, well-located malls that benefit from high...
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Singapore Reits & Business Trust Sector: Pseudo-Performance and Other Fees
The performance fee is an incentive for managers to grow the income and distributions of REITs, but half of the 41 REIT managers charge...
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LONG Singapore REITs: Capturing the Yield Compression Cycle and Asset Recycling Renaissance
We think Singapore REITs are well positioned for a re-rating, on the back of steep interest rate decline, accelerated M&As and recovery in the...
387 Views
Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
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