Below Zero: How low rates are reshaping the investment landscape
The report looks at how low interest rates across much of the developed world are becoming an entrenched norm. It examines the impact of low rates on portfolio allocation, the changing economic backdrop, and the risks and opportunities for investors. Fullerton’s Chief Investment Officer and investment subject matter experts also share their viewpoints on the opportunities that exist across Equities, Alternatives, Equities, Fixed Income and Multi-Asset amidst this low interest rate landscape.
Tan Huck Khim, Head of Alternatives, talks about the role of alternative assets in a low growth world.
Andrew Maule, Head of Equities Research, discusses the impact of near zero interest rates on equity valuations.
Ong Guat Cheng, Head of Fixed Income, shares where the opportunities lie for fixed income investors in an environment of low interest rates.
Fullerton’s strategist, Robert St. Clair discusses the structural impact of low interest rates on investors and capital markets, and how best to uncover the investment opportunities amidst the risks.
Our investment experts discuss the significant structural shifts that are occurring as a result of low interest rates and how investors can capture the right investment opportunities in this landscape.