In this episode, hosted by Michelle Martin, Tim Phillips, founder of TimTalksMoney, explores whether new lower-cost global ETFs genuinely challenge VWRA or whether fund size, liquidity and tracking matter more than headline fees.

We examine why institutional investors are pouring back into Singapore equities and whether record-high prices for DBS, OCBC and UOB still leave room for further gains.

The conversation also tackles one of the year's biggest investor dilemmas: should you rebalance after a volatile first half of 2026, or stay the course?

Beyond Singapore, we assess whether Hong Kong dividend stalwarts like CLP Holdings, BOC Hong Kong and MTR offer attractive diversification alongside local banks and REITs.

Finally, we discuss where CapitaLand Integrated Commercial Trust and Frasers Centrepoint Trust fit into an income portfolio and the key market catalysts investors should watch through the rest of 2026.

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Has the first half of 2026 quietly rewritten the investing playbook?

Markets have climbed despite geopolitical tensions, sticky interest rates and lofty valuations - but is the rally becoming broader and more durable?

Hosted by Michelle Martin, this investor debate brings together Arun Pai, Partner of Monk's Hill Ventures and Alvin Chow, Co-founder of Dr Wealth to challenge conventional wisdom on where opportunities - and risks - lie for the rest of the year.

From sectors to avoid to markets worth buying, the duo shares their highest-conviction ideas in a rapid-fire showdown.

If you're wondering whether your portfolio is still positioned for what's next, this episode offers fresh perspectives to help shape your second-half strategy.

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Are Singapore REITs entering a new era where management decisions matter more than interest rates?

Hosted by Michelle Martin, this episode explores four of the biggest REIT stories shaping the market - from resilient industrial assets to bold acquisitions and strategic divestments.

We examine why industrial REITs continue to outperform, whether OUE REIT's S$500 million sale of Crowne Plaza Changi Airport is smart capital recycling, and if CapitaLand Ascendas REIT is buying logistics assets at the right point in the cycle.

We also unpack the debate surrounding CICT's S$3.9 billion acquisition of Paragon and what investors should look for when evaluating landmark REIT transactions.

Companies discussed: CapitaLand Integrated Commercial Trust (CICT), OUE REIT, CapitaLand Ascendas REIT (CLAR), Crowne Plaza Changi Airport, Paragon.

Whether you're investing for income or long-term growth, discover how to assess acquisitions, divestments, DPU accretion and management execution beyond the headlines.

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