For the first time since 2006, Watson Wyatt has written a report that revisits the macro-economic factors that may affect global returns over the next decade. It highlights the increasing influence of public policy and emerging wealth on the investment agenda, and draws some tentative conclusions regarding the implications for investment portfolios.
Singapore’s two largest asset owners, GIC and Temasek, see attractive opportunities in climate adaptation solutions – a relatively underfunded area compared to decarbonisation. The former has already made selective adaptation investments and said the opportunity set across public and private debt and equity could increase to $9 trillion by 2050.
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