Investment insights

We examine selected opportunities and structural trends underpinned by durable longer-term drivers, that may still hold amid the dislocations in early Q2 2022.

In the slowing growth environment, Fullerton discusses the strategies to adopt, and selected opportunities that may outperform in this climate.

We take a closer look at the geopolitical impact of Russia’s invasion of Ukraine, and the investment implications for global risk assets such as equities, bonds and commodities.

We take a closer look at China’s property sector and examine why recent policy developments are moving the sector in the right direction.

Fullerton’s in-house and external experts shed light on the implications of China, Climate Change and Covid-19 for business models, operating environments, economies, markets, and ultimately, investors in 2022.