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
Investors have adjusted to the challenging environment and accelerating pace of change by adapting their attitudes and behaviours
This piece examines the impact to markets in a US election year and the implications to various policies in a hypothetical scenario of a 2nd Trump term.