Fullerton Insights

We discuss the investment opportunities and challenges ahead in Asia’s green transition drive, as well as how the region is key to the world’s net zero ambitions.

This update elaborates on the follow-on implications stemming from the volatility at Credit Suisse in March 2023.

This update examines the impact of the collapse of the two US banks - SVB and Signature Bank, as well as the risk of wider systemic failure.

This paper dives deep into several durable structural themes that have the propensity to outlasts the volatility from short to medium term market cycles.

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.