August 2024 market selloff: from the Magnificent 7 to the Magnificent reset?
We consider the triggers behind the early August 2024 selloff and examine whether these are sentiment-driven or fundamentally-led.
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From 3G to the 3i’s: Transitioning to innovation-led gains
The 3i’s shaping the forward narrative are Industry 5.0, Innovation, and Involution. Rising productivity and innovation are spurring gains but China continues to face structural headwinds.
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Staying the course in a ‘goldilocks’ environment
Despite recent corrections, we expect "goldilocks" to continue. Investors should stay the course for opportunities.
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Sustainability Management Framework for Private Equity Climate Investing in Emerging Asia
Fullerton has partnered with the United Nations Development Programme (UNDP) to develop a Sustainability Management Framework to guide private equity climate investing in Asia, using UNDP’s SDG Impact Standards as a foundation
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Rethinking Investing: Investors’ attitudes and behaviours in an evolving landscape
Investors have adjusted to the challenging environment and accelerating pace of change by adapting their attitudes and behaviours
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