After years of slow, quiet trading, the Straits Times Index (STI) has broken into new all-time highs.
Blue chips such as DBS (SGX: D05), Singtel (SGX: Z74) and Keppel (SGX: BN4) are gathering strength.
Several major REITs, including Mapletree Logistics Trust (SGX: M44U), or MLT, and CapitaLand Ascendas REIT (SGX: A17U), or CLAR, are showing early stabilisation after a rough two years.
Investors are asking the same question.
Is this just a rebound, or the start of something much bigger for dividend investors?
To find the answer, we need to zoom out and look at the forces shifting beneath the surface.
A Market Finally Moving With Tailwinds Again
Something important is happening.
Several tailwinds are starting to align at the same time, and the impact could shape 2026 and beyond.
Interest rates are finally peaking.
REITs have been squeezed by high financing costs for the past two years….