Fullerton Insights

We have revised to positive the outlook for risk assets, amidst the backdrop of an unfolding ‘New World Order’. We also expand on the key trends that will shape the opportunity sets in 2023 and beyond.

We highlight the opportunities to pursue in a world increasingly shaped by the 3 Great (3G) forces of a Great Decoupling, Great Volatility, and a Great Reset.

This update explores MSCI China’s evolving composition, its current valuations, and China’s macro outlook.

We examine the outlook for the US internet sector and the differentiated opportunities in the various sub-segments.

We examine China’s appetite for higher infrastructure spend ahead to support growth, along with the funding sources, and nature of projects to follow.