Geopolitical Tensions Shift Sovereign Investors' Focus to Emerging Markets and Gold
Rising geopolitical risks and unpredictable elections prompt sovereign wealth funds and central banks to seek safer, diversified investments.
- Geopolitical tensions have overtaken inflation as the primary concern for sovereign investors in 2024.
- Sovereign wealth funds and central banks are increasing their investments in emerging markets and gold as safe havens.
- Elections in major markets, including the U.S., are contributing to market volatility and uncertainty.
- Gold prices have surged to record highs, driven by its appeal as a hedge against geopolitical instability.
- Investors are recalibrating strategies to navigate a new era of geopolitical risk and economic fragmentation.