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Investment opportunities in the age of Artificial Intelligence

This paper expands on the spillover benefits Artificial Intelligence brings to the wider economy, and the investment opportunities ahead.

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Our “3G” forces are creating a goldilocks environment

We see a goldilocks environment emerging for risk assets, led by Developed Markets and improving risk taking appetite.

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Fullerton’s views on the Wagner Group insurrection in Russia

This update explores the implications from the challenge to President Putin’s authority over the weekend of June 24 to 25.

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Private equity makes a pitch for decarbonising Asia

This article explains how private equity is well positioned to affect positive climate outcomes in Asia, while delivering healthy returns.

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Scaling the 3Ps: Peak Rates, Peak USD, and Peak Fear

We see 3 Peaks (3Ps) emerging – peak rates, peak dollar, and peak risk aversion, that may shape a more favourable outlook ahead for risk assets.

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