Investors are watching conflict in the Middle East closely as inflationary pressures begin to build beneath the surface. One of the challenges for many investors is reduced exposure to the hedging benefits of fossil fuels in listed, and private markets.
As waves of geopolitical risk and economic protectionism roil global markets, asset owners are beginning to realise that tomorrow will look very different from today. But the big question is what they can do about it.
Pictet Asset Management believes that declining emerging market policy rates and rising global trade will drive the performance of EM debt – and if the US dollar declines and local manufacturing rebounds, we could see a “super boom”.
NEST’s purchase of a 10 per cent stake in the Australian industry superannuation fund-owned IFM Investors marks the latest development in the trend of pension funds buying into the asset managers they’ve traditionally only allocated to.
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