Investment insights

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.

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.

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.

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.

Creating value as Asia decarbonises

We discuss the investment opportunities and challenges ahead in Asia’s green transition drive, as well as how the region is key to the world’s net zero ambitions.