100%

Read our minds

Subscribe to ThinkSpace

Stay one thought ahead. Get our latest insights in your inbox with ThinkSpace.

    By clicking submit, I agree to GIC’s Privacy Statement

    Thank you for subscribing.

    Please check your inbox for a confirmation email.

    Sorry, it seems like something went wrong.

    Please try again

    An Uncertain Global Macro Landscape

    Close

    ThinkSpace

    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 ∙ 2 Min 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 ∙ 3 Min 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 ∙ 3 Min 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 ∙ 3 Min 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 ∙ 2 Min 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 ∙ 1 Min Read

    Long-term Investing

    Investing in Japan for the Long Term

    GIC has invested in real estate since the 1980s, and in Japan since the 1990s. Today, we manage a diversified portfolio spanning major property sectors, including hospitality and logistics, and will continue to seek good, risk-adjusted returns in Japan’s real estate market.

    29 Aug, 2023 ∙ 2 Min Read

    Long-term Investing Macro Outlook

    Enhancing Operational Resilience

    To ensure operational and portfolio resilience, GIC has put in place appropriate policies and control processes to enhance our preparedness for significant market shocks as well as the investment and non-investment risks that arise from these events.

    10 Aug, 2023 ∙ 2 Min Read

    Emerging Markets Long-term Investing Sustainability

    Infrastructure: A Resilient Strategy in Uncertain Times

    GIC set up a dedicated team in 2005 to invest in infrastructure businesses and was an early entrant in the sector. In the two decades since, it has refined its investment strategy through multiple economic cycles. Today, infrastructure investments form a large and critical part of GIC’s portfolio.

    08 Aug, 2023 ∙ 3 Min Read

    Long-term Investing Macro Outlook Managing Reserves Sustainability Technology

    Investing in a World of Disruptions

    As part of this year’s GIC Report, Lim Chow Kiat, CEO of GIC, shares how GIC continues to invest in a world of disruptions by focusing on portfolio resilience and by seeking out investment opportunities with stable long-term returns.

    26 Jul, 2023 ∙ 2 Min 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 Min 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 Min 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 Min 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 Min 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 Min 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 Min 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 Min 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 Min Read

    Emerging Markets Macro Outlook

    The Year Ahead

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

    28 Jan, 2021 ∙ 6 Min 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 Min Read

    Managing Reserves

    The Rise Of Sovereign Wealth Funds

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

    26 Feb, 2020 ∙ 10 Min 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 Min 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 Min 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 Min 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 Min Read

    Stay one thought ahead. Get our latest insights in your inbox with ThinkSpace.

      By clicking submit, I agree to GIC’s Privacy Statement

      Thank you for subscribing.

      Please check your inbox for a confirmation email.

      Sorry, it seems like something went wrong.

      Please try again

      Back to top