In the Q3 2022 Fullerton Investment View, we highlight the investment opportunities to pursue amid a higher inflation backdrop and softer growth prospects in the current cycle.
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We examine the key structural trends taking hold in Asia, and how this is shaping the opportunity sets, and investment approach to adopt in the region.
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We examine selected opportunities and structural trends underpinned by durable longer-term drivers, that may still hold amid the dislocations in early Q2 2022.
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In the slowing growth environment, Fullerton discusses the strategies to adopt, and selected opportunities that may outperform in this climate.
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We take a closer look at the geopolitical impact of Russia’s invasion of Ukraine, and the investment implications for global risk assets such as equities, bonds and commodities.
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