Moves to localise trade and end freedom of movement are threats — but also opportunities, say investors based in the SAR.
Volatile geopolitics, unpredictable monetary policy and generational differences in priorities means sovereign wealth funds will have their work cut out for them in the coming decades.
An impending series of interest rate increases and the deterioration in relations between Russia and the West over Ukraine have worried investors in recent weeks, hence the volatility in US equities in particular.
The incoming administration of Joe Biden will have very different priorities and instincts to those of Donald Trump. That will shift the region's geopolitics and investment possibilities.
And asset owners are right to be worried about the impact of certain events on portfolios, according to research from State Street Global Investors.
Geopolitics often jolt markets but the impact is usually limited. Despite the high stakes, investors should remain calm in the wake of escalating US-North Korea tensions, say experts.
Southeast Asia is the melting pot for ties between the world’s two great powers and getting it wrong could lead to war, an AsianInvestor forum hears.