The country's first sovereign wealth fund is positioning to capture opportunities from tariff wars and geopolitical tensions while acknowledging it cannot execute alone in a fragmented global economy.
In partnership with L&G Asset Management
In a fluctuating and, frankly, precarious US macro environment, investors are rethinking where in the fixed income landscape to allocate. With diversification essential, we believe US securitised assets and subordinated bank debt offer key opportunities for asset allocators in Asia, say L&G’s Ben Bennett, head of investment strategy for Asia, and Jason Shoup, global co-head of fixed income.
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