Search Results | Showing 21 - 30 of 47 results for "Geopolitics" |
| | | ... continued to invest in line with the analysis of market conditions expressed in our position papers, most recently, Geopolitics: The Bedrock of the New Investment Order." In the paper, Future Fund discussed a range of paradigm shifts it believes are ... |
| | | | ... an asset class, defence companies are underrepresented on the ASX and in most investor portfolios. "With heightened geopolitics driving increased government spending around the world, we have seen interested from investors and had requests from the advised ... |
| | | | ... share prices for banks and other recent winners, including consumer cyclicals, REITs, and tech stocks," he said. "Geopolitics and global conflicts, China's stimulus inflating commodities, and an acceleration in deglobalisation, such as shifting supply ... |
| | | | ... Investment Strategy (GIS) department, which builds conviction on responses to global shifts, including those related to geopolitics, sustainability, and technology. He will also proactively partner across the organisation to manage Ontario Teachers' ... |
| | | | ... fund will meet client demand for access to the ever-changing asset class. "Forces such as the COVID-19 pandemic and geopolitics have been key catalysts in spurring deglobalisation and the structural changes that we see in our global economy today," he ... |
| | | | ... executive director infrastructure Marigold Look discussed current trends in investment and their impact. Wrigley said geopolitics has led investors to adopt a very different view of the world. "It's already happened with COVID-19 and is most pronounced ... |
| | | | ... won't be met until 2025, and 9% believe they won't be met until at least 2026. When it comes to future headwinds, geopolitics (72%) and central bank policy (72%) drew the strongest consensus. However, a quarter of strategists said geopolitics ... |
| | | | ... diversification is very important, she said. "When we survey investors globally, we hear again and again that tension in geopolitics is the number one concern," she explained. "Also, the Australian market is only so big. So, as our pension fund wallets ... |
| | | | ... are highly advanced. Elsewhere, broad findings on Asia Pacific show 31% of family offices say their top concern is geopolitics. Their top investment theme is healthtech, with 76% likely to invest, and they show a strong home bias as 51% of their assets ... |
| | | | ... investment decisions, Goldman Sachs said respondents - 22% of which were located in Asia Pacific - cited recession, geopolitics, and inflation as their top three concerns going into the next one to two years. A significantly higher proportion of family ... |
|