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    The Global Macro Transition

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    ThinkSpace

    Long-term Investing Sustainability

    Building a Sustainable and Inclusive Future

    Creating a sustainable and inclusive future will require collaborative action, strong partnerships, and at times, a mindset shift. These were among the key takeaways from GIC’s Partnership Forum 2022 held in September in NYC.

    05 Jan, 2023 ∙ 4 Min Read

    Long-term Investing Sustainability

    Facilitating Asia’s Sustainability Transition

    As part of McKinsey’s Shapers of Sustainability series, GIC's Rachel Teo spoke about the challenges facing Asia in its net-zero transition, the role investors play in supporting developing countries’ transition efforts, and the importance of financial instruments such as blended finance.

    01 Dec, 2022 ∙ 2 Min Read

    Emerging Markets Long-term Investing Sustainability Technology

    The Green Leap – How the Energy Transition is Transforming China’s Economy

    GIC and MioTech took an in-depth look at how the energy transition is shaping China's economy, with an analysis on how demand and supply factors are accelerating decarbonisation efforts.

    28 Nov, 2022 ∙ 5 Min Read

    Long-term Investing Macro Outlook

    Building Long-Term Value on Shifting Foundations

    GIC CEO Lim Chow Kiat weighed in on finding value and constructing resilient portfolios despite market turbulences in a keynote at the Barclays Asia Forum 2022.

    21 Nov, 2022 ∙ 1 Min Read

    Long-term Investing Macro Outlook Technology

    Forging Ahead in a Changing World: Investing in the Tech Transition

    GIC Chief Investment Officer for Private Equity, Choo Yong Cheen, spoke about how investors can continue to find opportunities in the tech transition even as they face both short- and long-term challenges.

    10 Nov, 2022 ∙ 5 Min Read

    Emerging Markets Long-term Investing Macro Outlook Sustainability

    The Global Macro Transition

    Business leaders at GIC Insights 2022 discussed the growing influence of policymakers on markets, how investors could build more resilient portfolios and where the long-term investment opportunities are in a volatile economy.

    03 Feb, 2023 ∙ 3 Min Read

    Long-term Investing Sustainability

    The Sustainability Transition

    High-impact and scalable climate-related opportunities, the challenges faced in climate investing, and the importance of on social equity and climate justice were among the topics discussed at a GIC Insights 2022 panel on sustainability.

    02 Feb, 2023 ∙ 3 Min Read

    Long-term Investing Technology

    The Digital Economy Transition

    Central bankers and entrepreneurs discussed the transformative role of blockchain and the digital asset ecosystem in driving greater transparency, financial inclusion and convenience, if applied and governed correctly.

    01 Feb, 2023 ∙ 3 Min Read

    Long-term Investing Macro Outlook Sustainability Technology

    The Geopolitics of the Energy Transition

    At GIC Insights 2022, energy expert Daniel Yergin spoke about the opportunities and challenges presented by the energy transition and its implications for energy security, the oil and gas market, and supply chains more broadly.

    26 Jan, 2023 ∙ 3 Min Read

    Long-term Investing Macro Outlook Sustainability

    Navigating the Global Transition

    GIC CEO Lim Chow Kiat reviews three key transitions – macro, digital and sustainability – that will shape the investment landscape amid a climate of growing geopolitical uncertainties, inflationary pressures, and market fluctuations.

    18 Jan, 2023 ∙ 3 Min Read

    Long-term Investing Macro Outlook Sustainability Technology

    Balancing Resilience and Agility to Deliver Long-term Performance

    GIC and FCLTGlobal jointly developed a toolkit to help companies build long-term resilience into their businesses, while enabling investors to evaluate and appropriately value that resilience.

    24 Nov, 2022 ∙ 1 Min Read

    ThinkSpace Year in Review

    Looking Back, Looking Forward

    In 2022, even as we started to see economies gradually recover from the pandemic, the year was fraught with challenges including a geopolitical, economic, energy and climate crisis. To address these complex issues that will continue to impact the world in 2023 and beyond, GIC together with our key partners shared our views, analyses and potential solutions in the following ThinkSpace highlights.

    All Articles Long-term Investing Sustainability

    Carbon Earnings-at-risk Scenario Analysis (CESA)

    GIC’s Carbon Earnings-at-risk Scenario Analysis (CESA) provides investors with a forward-looking and financially material risk measure to assess the impact of carbon prices, a key transition risk, on companies’ earnings and investors’ portfolio returns.

    25 Oct, 2022 ∙ 5 Min Read

    All Articles Long-term Investing Macro Outlook

    Building Balanced Portfolios for the Long Run

    MSCI and GIC introduce a framework for asset allocation which aims to help long-horizon investors construct portfolios with greater resilience against continued macro uncertainties, while preserving investors’ expected returns.

    17 Oct, 2022 ∙ 2 Min Read

    Long-term Investing Macro Outlook Sustainability

    Three Key Challenges Facing Investors Today

    Investors face an increasingly complex landscape with higher inflation, challenging geopolitics, and a difficult energy transition to navigate, shared GIC CEO Lim Chow Kiat in a keynote at the GAMF Shanghai Summit.

    23 Sep, 2022 ∙ 5 Min Read

    Long-term Investing Managing Reserves

    GIC’s Total Portfolio Approach

    Dr Chiam Swee Chiang, Head of Total Portfolio Policy & Allocation at GIC, describes GIC's total portfolio approach, and its edge over traditional strategic asset allocation models.

    22 Aug, 2022 ∙ 1 Min Read

    Long-term Investing Macro Outlook Technology

    Forging Ahead in a Changing World: Investing in the Tech Transition

    GIC Chief Investment Officer for Private Equity, Choo Yong Cheen, spoke about how investors can continue to find opportunities in the tech transition even as they face both short- and long-term challenges.

    10 Nov, 2022 ∙ 5 Min Read

    Long-term Investing Sustainability

    Mitigating the Physical Risks of Climate Change: An Investor Perspective

    As the physical impact of climate change intensifies, investors should start incorporating physical risk assessments into the investment process.

    08 Sep, 2022 ∙ 3 Min Read

    Enterprise Excellence

    Making Holistic Wellness a Part of Life at Work

    GIC espouses a holistic approach to wellness through empathetic leadership, by de-stigmatising mental health, and promoting a growth mindset.

    10 Oct, 2022 ∙ 4 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

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