In this ‘different normal’ environment of low inflation and interest rates, Fullerton’s regime framework is signalling a ‘sweet-spot’ for risk assets.
Read the 2021 outlook here.
With greater clarity that the end of the global recession is near, and as earnings growth expectations continue to improve, we have a bullish view on global equities, especially on China and Asian equities.Read the paper here.
This report examines the impact of low rates on portfolio allocation, the changing economic backdrop and the risks and opportunities for investors in a world where monetary stimulus is being pushed to its limits.
Read the report here.
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Read the complete advisory here.