Fullerton Insights

Asia’s logistics sector: long-term structural tailwinds and emerging challenges

The report explores the robust logistics sector in Asia, uncovering the benefits and headwinds impacting various sub-sectors of the industry in the region.

Uncovering opportunities in challenging markets

In the Q3 2022 Fullerton Investment View, we highlight the investment opportunities to pursue amid a higher inflation backdrop and softer growth prospects in the current cycle.

The Asian century: Asia’s rise on the global stage – emerging opportunities and trends

We examine the key structural trends taking hold in Asia, and how this is shaping the opportunity sets, and investment approach to adopt in the region.

Selective and longer-term opportunities amid short-term dislocations

We examine selected opportunities and structural trends underpinned by durable longer-term drivers, that may still hold amid the dislocations in early Q2 2022.

Switching gears: traversing a slowing growth environment

In the slowing growth environment, Fullerton discusses the strategies to adopt, and selected opportunities that may outperform in this climate.