DB, UOBKH: 3 Investment Themes For 2H17

Since the start of the year, STI has gained 12 percent with many heavyweight component stocks returning to their mid-cycle level valuations. How should investors invest in 2H17?

Deutsche Bank: 4 REITs You Might Want to Own In 2017

Trump’s short-term fiscal stimulus promise has raised investors’ expectations of a rate hike in December. S-REITs, probably the biggest loser in a rate hike cycle, have retreated by a significant amount over the last month due to the steepening yield curve expectation. As a result, some REITs are now trading at a 52-week low.
Credits: fanpop.com; 2012 the Movie

Deutsche Bank: 3 Events that Could Shake the Global Economy

Following June’s Brexit, September will be another month of major events, from the much anticipated Federal Open Market Committee (FOMC) decision meeting to the first US presidential debate to the Organization of the Petroleum Exporting Countries (OPEC) informal meeting in Algier.