Singapore REITs have always been popular among local investors due to their low cost and reliable income. REITs are expected to benefit from easing interest rates with lower financing costs and increased property valuations, which should lead to potentially higher distributions. We compare two well-known retail REITs, CapitaLand Integrated Commercial Trust (SGX: C38U), or CICT, and Frasers Centrepoint Trust (SGX: J69U), or FCT.- for investors to consider for their portfolios. Business Model and Portfolio Fo ...

Group 1 - The small business job index has remained relatively stable in 2025, with continued moderation in wage inflation observed [1][2] - Workforce levels for clients have been essentially flat for the quarter, indicating challenges in finding qualified employees, particularly in small businesses [2] - Clients are managing costs by purchasing fewer ancillary attachment products than expected, which has influenced guidance discussions [3] Group 2 - Overall, small businesses are reported to be healthy, with a solid macro environment and no signs of recession [4] - Looking ahead to 2026, there is optimism due to potential tax clarity and easing interest rates [4]

Group 1 - European policymakers may face increasing pressure to lower key interest rates [1] - The potential for easing in Europe is linked to the weakening of the dollar [1]

Core Viewpoint - The Federal Reserve's current policy stance is described as "still somewhat restrictive," but it has been adjusted closer to a neutral level that neither restricts nor stimulates the economy [1] Summary by Relevant Sections - **Federal Reserve Policy Changes** - The Fed has implemented two quarter-point rate reductions in 2025 [1] - The adjustments aim to bring the policy stance closer to a neutral level [1]

Core Viewpoint - Brazilian Finance Minister Fernando Haddad indicates that "very restrictive" interest rates are contributing to the country's debt levels and suggests it is time for the central bank to signal plans for easing [1] Group 1 - The current interest rates in Brazil are described as "very restrictive," which is impacting the nation's debt situation [1] - Haddad's comments were made during an interview with Bloomberg News at the COP30 event in Sao Paulo [1] - The Finance Minister emphasizes the need for the central bank to communicate intentions regarding interest rate adjustments [1]

I believe that it is now a good time to look away from large-caps, or at least to cut down your exposure. The mid-cap segment of the market should benefit from the economy's soft landing and interest rate easing that will stimulateI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in finan ...