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    In Conversation with Karen Karniol-Tambour, Co-CIO of Bridgewater Associates

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    Long-term Investing

    In Conversation with Karen Karniol-Tambour, Co-CIO of Bridgewater Associates

    On the sidelines of GIC Insights 2023, Karen Karniol-Tambour, Co-CIO of Bridgewater Associates, shared her views on today’s key macroeconomic and investment trends and about her time with the firm.

    14 Feb, 2024 ∙ 6 Mins Read

    Sustainability

    Unlocking the Climate Solutions of the Future

    While decarbonisation technologies hold great investment potential, climate solution providers must address challenges related to access to capital, industrialisation, regulation, as well as data and impact measurement to be able to scale, concluded the first GIC Insights climate innovation showcase.

    29 Jan, 2024 ∙ 4 Mins Read

    Technology

    Unlocking the Value of Artificial Intelligence

    How can businesses unlock the value of AI? At GIC Insights 2023, Y Combinator’s Garry Tan shared his thoughts on the risks and opportunities associated with this evolving technology.

    29 Jan, 2024 ∙ 3 Mins Read

    Emerging Markets

    Unlocking Growth in Emerging Markets

    At GIC Insights 2023, global investors and business leaders discussed how to navigate the various opportunities and risks that emerging markets present in today’s investment environment.

    29 Jan, 2024 ∙ 3 Mins Read

    Sustainability

    Beyond Financing Gaps: Sizing the Decarbonisation Investment Opportunity

    This research by GIC assesses the decarbonisation investment opportunity based on revenue and value, rather than financing gaps, to produce a holistic view of opportunities across different technologies, time periods, regions, and asset classes.

    13 Dec, 2023 ∙ 2 Mins Read

    Long-term Investing Macro Outlook Sustainability Technology

    An Uncertain Global Macro Landscape

    With changing macro narratives and structural trends, as well as heightened geopolitical risks, GIC remains focused on the long-term with a diversified and resilient portfolio, write Prakash Kannan and Mark Tan in the OMFIF Global Pensions Report 2023.

    01 Dec, 2023 ∙ 6 Mins Read

    Long-term Investing Macro Outlook Sustainability Technology

    Investing in the Foundations for a Better Tomorrow, Today

    Against the backdrop of multiple global crises, GIC CEO Lim Chow Kiat discusses the importance of global citizenship, and the role investors play in shaping a better world.

    28 Nov, 2023 ∙ 6 Mins Read

    Long-term Investing Macro Outlook Sustainability Technology

    Long-term Investing Across Generations

    GIC CEO Lim Chow Kiat discusses the importance of learning from past lessons, clarity over long-term goals and and the adoption of robust processes to navigate long-term investing across generations.

    27 Nov, 2023 ∙ 6 Mins Read

    Emerging Markets Long-term Investing Macro Outlook Sustainability Technology

    Uncertain Times Can Bring Fresh Investment Opportunities

    Despite continued global uncertainties, GIC CEO Lim Chow Kiat outlines the opportunities that can still be found in financial volatility, the climate crisis, technological disruption, and broader global fragmentation.

    21 Nov, 2023 ∙ 6 Mins Read

    ThinkSpace Year in Review

    Our Top Research Insights from 2023

    Explore some of our most popular research on sustainability and portfolio construction from 2023.

    Sustainability

    Beyond Financing Gaps: Sizing the Decarbonisation Investment Opportunity

    This research by GIC assesses the decarbonisation investment opportunity based on revenue and value, rather than financing gaps, to produce a holistic view of opportunities across different technologies, time periods, regions, and asset classes.

    13 Dec, 2023 ∙ 6 Mins Read

    Long-term Investing Sustainability

    From Risk to Opportunity: Bottom-Up Climate Scenario Analysis for Investors

    This joint paper by GIC and Planetrics, part of McKinsey Sustainability, introduces a bottom-up approach to climate scenario analysis which can help investors assess the impact of transition risks on both individual investments and the overall portfolio.

    24 Oct, 2023 ∙ 6 Mins Read

    Long-term Investing

    A Systematic Approach to Private Debt Allocation in Institutional Portfolios

    Alternative asset classes such as private debt have seen growing interest as they offer investors the potential to enhance risk-adjusted returns and increase resilience. This joint paper by GIC and StepStone provides an overview of the private debt landscape as well as a systematic framework for optimising private debt allocation in institutional portfolios.

    26 Sep, 2023 ∙ 6 Mins Read

    Long-term Investing Sustainability

    Weighted Average Green Revenue (WAGR): Integrating Climate Solutions into Portfolio Construction

    This joint paper by FTSE Russell, GIC and GMO explores the benefits of green metrics such as Weighted Average Green Revenue (WAGR) in assessing portfolio exposure to climate solutions and their application in climate reporting, target setting, thematic investing, and corporate engagement.

    29 Jun, 2023 ∙ 6 Mins Read

    Long-term Investing Sustainability

    Integrating Climate Scenario Analysis into Investment Management: A 2023 Update

    GIC and Ortec Finance’s climate scenarios offer investors a practical tool to analyse the impact of climate risks on financial asset returns and the wider economy. A unique feature of the GIC scenarios is their analysis of market risks, including whether markets price in future climate risks smoothly or disruptively, and whether these would lead to sentiment shocks.

    22 Apr, 2023 ∙ 6 Mins Read

    Long-term Investing

    The Role of REITs in Real Estate Allocations

    REITs, when combined with direct real estate, can offer investors greater liquidity as compared to holding direct real estate alone, even through any changes in volatility or expected returns. This liquidity advantage, inflation protection, diversification benefits, and meaningful long-term return potential, are among the boons of including listed real estate within overall real estate allocation.

    03 Apr, 2023 ∙ 6 Mins Read

    Key Topics

    Emerging Markets

    Emerging Markets Macro Outlook

    The Year Ahead

    In 2021, we expect a recovery given continued policy and monetary support.

    28 Jan, 2021 ∙ 6 Mins Read

    Emerging Markets

    Wallapa Traisorat on Top Opportunities in Real Estate

    Building an integrated lifestyle concept and experience is necessary to cater to changing consumer behaviours.

    30 Nov, 2020 ∙ 1 Min Read

    Enterprise Excellence

    Enterprise Excellence Sustainability

    Tristan Walker, Founder and CEO of Walker and Company

    Is diversity the key to unlocking sustainable growth in companies? GIC meets Tristan Walker, Founder and CEO of Walker and Company, who shares his…

    31 Mar, 2021 ∙ 11 Mins Read

    Enterprise Excellence

    Leadership in a Post-Pandemic World: An Interview with Deanna Ong

    These unique conditions, which impose more demands on leaders, teams and individuals, requires situational leadership.

    14 Dec, 2020 ∙ 13 Mins Read

    Healthcare

    Healthcare

    The Future of Biopharma Supply Chains

    COVID-19 has shaped many lessons about the impact of globalisation on the biopharma supply chain and the extent of interdependencies.The Future of Biopharma Supply Chains

    22 Oct, 2020 ∙ 6 Mins Read

    Healthcare

    The Future of Tech-Enabled Healthcare

    Tech adoption in healthcare is expected to continue to grow, enabling enhanced data collection, better patient experiences, and lower costs.

    29 Oct, 2020 ∙ 6 Mins Read

    Long-term Investing

    Long-term Investing

    Scenario Planning for Portfolio Resilience in an Uncertain World

    Scenario planning is a demonstration of how GIC seeks to Prepare, not Predict in a changing global investment environment.

    20 Jan, 2021 ∙ 5 Mins Read

    Long-term Investing

    Seeking Alpha in an Uncertain World

    Earning alpha requires having comparative advantages in areas including investment philosophy, approach, and resource allocation.

    28 Aug, 2020 ∙ 10 Mins Read

    Macro Outlook

    Long-term Investing Macro Outlook

    The Future of Capital: An Interview with Lim Chow Kiat

    GIC’s CEO Lim Chow Kiat recently participated in a virtual fireside chat on the topic of “The Future of Capital” at the IMAS-Bloomberg Investment Conference.

    31 Mar, 2021 ∙ 8 Mins Read

    Emerging Markets Macro Outlook

    The Year Ahead

    In 2021, we expect a recovery given continued policy and monetary support.

    28 Jan, 2021 ∙ 6 Mins Read

    Managing Reserves

    Managing Reserves

    Investing Singapore’s Foreign Reserves

    GIC was established in 1981 as the fund management company for the Singapore Government.

    21 Feb, 2020 ∙ 6 Mins Read

    Managing Reserves

    The Rise Of Sovereign Wealth Funds

    Sovereign Wealth Funds have become key participants in global financial markets.

    26 Feb, 2020 ∙ 10 Mins Read

    Sustainability

    Long-term Investing Macro Outlook Sustainability

    Inequality and What It Means for Investors

    Inequality matters for investors as it affects the macro investment environment that we operate in.

    29 Apr, 2021 ∙ 14 Mins Read

    Emerging Markets Enterprise Excellence Sustainability

    Sustainability – An Enterprise Journey

    Sustainability has been incorporated not only into GIC’s investment and risk management processes, but also its business operations and organisational culture.

    18 Mar, 2021 ∙ 10 Mins Read

    Technology

    Technology

    Eric Yuan on the Future of Communications

    The evolution of the industry will likely see phone and videoconferencing systems converging onto a single platform.

    09 Nov, 2020 ∙ 6 Mins Read

    Technology

    The Next Paradigm Shift: AI-Driven Cyber-Attacks

    Best practices are key for AI to reach its full potential in the fight against cyberwarfare.

    15 May, 2020 ∙ 6 Mins Read

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