The early August 2024 market decline has sparked a more balanced alignment between inflation and growth considerations for the Fed.
We consider the triggers behind the early August 2024 selloff and examine whether these are sentiment-driven or fundamentally-led.
The 3i’s shaping the forward narrative are Industry 5.0, Innovation, and Involution. Rising productivity and innovation are spurring gains but China continues to face structural headwinds.
Despite recent corrections, we expect “goldilocks” to continue. Investors should stay the course for opportunities.
Fullerton has partnered with the United Nations Development Programme (UNDP) to develop a Sustainability Management Framework to guide private equity climate investing in Asia, using UNDP’s SDG Impact Standards as a foundation