Live Well with Michelle

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

28 min · 10. Juli 2026
Episode Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next Cover

Beschreibung

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. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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Episode Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers Cover

Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

In this episode, hosted by Michelle Martin, we unpack SK Hynix's record-breaking US$26.5 billion U.S. listing and why investors are pouring money into the critical infrastructure powering artificial intelligence. We explore Meta's move into AI coding, OpenAI's launch of its long-awaited AI "super app," and the growing legal battle over whether AI companies should compensate news publishers for the content that trains their models. We also check in on a steadier Wall Street as geopolitical tensions ease and examine what calmer markets mean for investors. Finally, we look at why the next stage of the AI revolution may be won not just by software developers- but by the companies building the chips, memory and infrastructure behind it. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

10. Juli 202613 min
Episode Live Well with Michelle: The next era of intelligence - building living computers Cover

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10. Juli 202622 min
Episode Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next Cover

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

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. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

10. Juli 202628 min
Episode Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter? Cover

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Gestern10 min