Global Investors Seek Diversification to Manage Risks

Investors are aggressively diversifying into emerging market equities, gold, and alternative assets as geopolitical risks and USD concentration concerns rise. UBS highlights a significant shift in family office strategies, with 60% planning asset allocation changes over the next year.

Key Takeaways

• 1.Global family offices are significantly increasing strategic asset allocation changes, with 60% planning adjustments over the next 12 months to manage geopolitical and economic risks.
• 2.There is a notable shift away from US dollar concentration and North American regional dominance toward Asia Pacific, Greater China, and Western Europe.
• 3.Eurozone inflation accelerated to 3.2% in May, leading to expectations of an ECB rate hike to 2.25% in the coming policy meeting.

Table of Contents

• From the studio
• Thought of the day
• A growing share of family offices are planning to change their strategic asset allocations
• Geographical shifts are used to reduce concentration risk
• Exposure to the US dollar is being reassessed amid debt concerns and geopolitical influence
• Caught our attention
• Eurozone inflation rises
• Our view
• Asian private equity fundraising heats up
• Market update
• Appendix

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