Fullerton Insights

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.

Staying the course in a ‘goldilocks’ environment

Despite recent corrections, we expect "goldilocks" to continue. Investors should stay the course for opportunities.

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

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

2024 US elections and potential investment implications

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.