S1E269: The great yield shift: why banks are gaining altitude as Reits seek grounding

The high-yield trade is fracturing. As higher-for-longer rates lift banks' fortunes, Reits face a triple threat: narrowing yield spreads, soaring debt costs, and depressed valuations. Is your income portfolio resilient? Howie Lim speaks to RHB experts to discuss this growing divergence, revealing the crucial metrics (beyond yield) and tactical moves you need now to navigate uncertainty and secure superior returns. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:02 Reits' triple threat: how rising rates hit 03:56 What higher for longer means for both 06:02 Banks as a proxy for economic growth 12:51 Divergence is cyclical 16:25 Defensive Reits and sub-sectors --- Send us your questions, thoughts, story ideas, and feedback to [email protected]. --- Written and hosted by: Howie Lim ([email protected]) With Vijay Natarajan, research analyst and Shekhar Jaiswal, head of equity research, RHB Bank Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.