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    Investment Strategies Macro Outlook

    Investing for More Resilient Future Generations

    In a Wealth Management Institute keynote speech, GIC CEO Lim Chow Kiat highlighted the foundational changes presented by an evolving world order, AI, and climate, creating both risks and opportunities. To navigate this landscape, he emphasised the importance for investors to anchor themselves to their unique purpose, while pursuing price discipline, diversification, and long-term partnerships.

    07 Oct, 2024 ∙ 3 Mins Read

    Sustainability

    Integrating Climate Adaptation into Physical Risk Models

    In this report, GIC and S&P Global Sustainable1 analyse the projected increase in physical climate hazards for global real estate and explore how investors can better assess physical risks by incorporating the impact of adaptation into their calculations

    19 Sep, 2024 ∙ 6 Mins Read

    Macro Outlook Sustainability Technology

    GIC and Bridgewater Identify Major Issues Facing Investors in the Years Ahead

    In celebration of 30 years of partnership, GIC’s Jeffrey Jaensubhakij and Liew Tzu Mi sat down with Bridgewater’s Greg Jensen and Jim Haskel for a Bridgewater Daily Observations videocast, discussing the most pertinent issues for investors in the years ahead.

    16 Sep, 2024 ∙ 1 Min Read

    Investment Strategies Macro Outlook Technology

    A Changing World Order, Inflation, and the AI Revolution: In Conversation with Bryan Yeo, Deputy Group CIO, GIC

    During a keynote fireside chat at the stars Singapore symposium 2024, Bryan Yeo, Deputy Group Chief Investment Officer (CIO) and Director, Integrated Strategies Group, GIC, shared his views on geopolitics, the macro landscape, and the AI revolution.

    12 Aug, 2024 ∙ 5 Mins Read

    Macro Outlook

    Steering Through Uncertainty: Anchored by Purpose, Guided by Strengths

    As part of this year’s GIC Report, CEO Lim Chow Kiat shares how GIC is navigating a profoundly uncertain investment environment through its principles of price discipline and diversification, and by leveraging its strengths, including long-term, flexible capital and committed partnerships.

    25 Jul, 2024 ∙ 3 Mins Read

    Investment Strategies Macro Outlook

    A Decade of Investing in Latin America

    In celebration of our 10th anniversary in Brazil, GIC CEO Lim Chow Kiat and Head of Brazil Office Wolfgang Schwerdtle shared their views on GIC’s investment approach to Latin America, where they see long-term opportunities, and the impact of the current global macro environment on investments in the region.

    12 Jun, 2024 ∙ 4 Mins Read

    Portfolio Construction

    Building a Hedge Fund Allocation: Integrating Top-down and Bottom-up Perspectives

    This research paper by GIC and JP Morgan Asset Management offers an integrated framework for hedge fund allocation, addressing both top-down and bottom-up perspectives.

    11 Jun, 2024 ∙ 2 Mins Read

    Macro Outlook

    Navigating Geopolitical Risks in an Era of Complexity and Uncertainty

    As geopolitical tensions reach their highest in decades, General David Petraeus shares his insights on incorporating geopolitical analysis into investment decision-making, assessing the economic impact of military conflicts and the pivotal role of leadership in navigating these complex challenges.

    23 Apr, 2024 ∙ 3 Mins Read

    Enterprise Excellence Portfolio Construction

    Singular Focus, Collective Action: The Key to a Total Portfolio Approach

    For a total portfolio approach (TPA) to be successful, a singular focus on long-termism and agility, as well as collective action, are key.

    20 Mar, 2024 ∙ 2 Mins Read

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