Fullerton Insights

Investors have adjusted to the challenging environment and accelerating pace of change by adapting their attitudes and behaviours

This piece examines the impact to markets in a US election year and the implications to various policies in a hypothetical scenario of a 2nd Trump term.

This update delves deeper into the underlying reasons behind our positive outlook for Asia's Fixed Income markets in 2024.

We explore how evolving global developments are impacting investors' choices, and the opportunity sets in 2024.

We examine how Asian Fixed Income markets have evolved given the consolidation in China's property sector, and how investors could reimagine their approach to this space.