Fullerton Insights

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.

This supplement expands on the various Augmented Intelligence tools we are using to enhance our investment processes.

We examine how rising yields and heightened geopolitical tensions are impacting our "Goldilocks" outlook, including the opportunities ahead.