Fullerton Insights

August 2024 market volatility: a fixed income perspective

The early August 2024 market decline has sparked a more balanced alignment between inflation and growth considerations for the Fed.
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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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