Investment insights

In this quarterly Fullerton Investment View, we examine the continued global recovery, rotation in asset markets and the implications for investment strategies.

Fullerton Fund Management surveyed Singaporeans to better understand their evolving aspirations, expectations, and priorities when it comes to financial management and retirement planning.

Across Asia’s diverse corporate landscape, a material understanding of what constitutes climate risks remains lacking, and this has potential implications on how well businesses are able to adapt to climate change.

Commodity prices have seen a rally of late, giving rise to talks of inflation and tighter monetary policies. We look at the validity of these fears and assets that can offer shelter for wary investors.

Despite being amongst the best performing in 2020, the Chinese equity market is still significantly under-owned by foreign investors. We look at where the Chinese economy and equity markets are headed, and highlight reasons why long term investors should not overlook this investment universe.