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.