Fullerton Insights

Finding opportunities across a challenging investment landscape

In this quarterly Fullerton Investment View, we look at the challenges and investment opportunities in an environment where earnings growth is slowing and inflation has surged.
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China’s regulatory shifts: Where do we go from here?

In this Fullerton Insights report, we explore the impact of China's recent regulatory actions and what investors should keep in mind.
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Update on China’s property sector

In this market update, we take a closer look at the recent developments in China’s property sector and its potential implications.
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What lies ahead for the second half of 2021?

In this quarterly Fullerton Investment View, we take a closer look at how the global economy and risk assets are likely to perform in the second half of 2021.
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Navigating a surging recovery and significant risk rotations

In this quarterly Fullerton Investment View, we examine the continued global recovery, rotation in asset markets and the implications for investment strategies.
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