Investment insights

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.

We examine the investment outlook for 2022 through lens of three C’s: Covid-19, China and climate, and assess the investment implications. We also examine the strategies that can help investors navigate these three themes and the shifting trends across Asia.