As gold continues its record-breaking rally in 2024, amid global tensions and monetary policy shifts, market experts weigh in on whether the precious metal's 30% surge will extend further.
Tag : geopolitics
Sovereign wealth funds are recalibrating their Asia strategies amid geopolitical shifts, reassessing China-India dynamics and exploring new opportunities in emerging markets, private credit, and the energy transition, an Invesco study finds.
Geopolitical risk is no longer a peripheral concern but a defining feature of the investment landscape, according to the Australian sovereign wealth fund's new position paper.
Asia-Pacific asset owners are set to continue boosting gold holdings as a portfolio hedge and diversifier over the next 18 months, outpacing North American peers, according to a newly released survey.
Gold has been reaching new highs lately, driven by the market's anticipation of a potentially dovish shift in Federal Reserve policy. Which direction is the precious metal heading in the next few months? Experts give their takes.
The US-headquartered pension fund’s private equity chief believes investors’ flight from China-associated investments is ‘overdone’.
Global politics will influence investor behaviour to a greater extent this year, for various reasons — not least of which being the sheer number of countries going to the polls.
Top executives at Hong Kong family offices said the scale of local capital markets and government incentives outweigh geopolitical concerns, pointing to the city's role as a gateway to China and a middle ground between the US and Europe.
In an everchanging environment, institutional investors will likely find it easier to stick to their time-tested strategic asset allocation models. But these models need to be checked against the real world, said Rahul Bhuskute, CIO of Bharti AXA Life Insurance.
Hong Kong, which is offering incentives, seems to be a reasonable destination for wealthy Chinese families to place their money. But factors such as geopolitics and regional competition also play a part.
One advantage is that smaller emerging markets are more likely to gain attention from Asian-investing institutions.
Deglobalisation is not a new concept to investors, but what risks and opportunities would the decoupling and onshoring of the world’s supply chains present Asia’s investment landscape?
