Tapering and rate hikes are lingering over the financial market since December and they will be the biggest drivers of the stock market in 2022. What should we invest in a rising inflation and interest rate environment? If you follow my blog, you will understand that there is no long term investment. Every investment moves in cycles. For many reasons, the environment was conducive for growth stocks in the past two years. But the same may not be true in 2022. A perfect example is the ARK Innovation ETF (ARKK), run by the “Female Warren Buffett”, Cathie Wood. The fund made 156% in 2020 and only to see its return fall 23% in 2021. Because of these cycles, I think it is time to revisit an asset class called Real Estate Investment Trusts (a.k.a. REITs), particularly Singapore REITs. If you are not familiar with REIT investments, I recommend you read this article (from June 2015) to gain a basic understanding of this asset class....