POWERED BY MOMENTUM MEDIA
Investors should brace for geopolitical volatility
Geopolitical factors will impact Australian investment decisions over the next decade in a far more serious way than in the past, according to leading geopolitical strategist, Dr Alan Dupont.
Dupont opened the Lonsec Symposium in Sydney today with the admonition that geopolitical risk has been on an upward trend for the past two decades, doubled after the 9/11 World Trade Centre attacks and is continuing to rise.
He said that understanding the implications of the rising geopolitical risks had become increasingly important to investment managers as they sought to deal with the implications of factors such as Brexit, US/China tensions, North Korea and rising great power rivalry.
Further, Dupont said investors also needed to face into these changes while be cognisant of the shift from “pax Americana” to a new more turbulent world.
He said that in these circumstances there was likely to be continuing high levels of geopolitical volatility because it might take 10, 20 or even 30 years before a more stable environment evolved.
However, he said that he believed that in the evolving new dynamic, China would not rule the world, but neither would the US or Russia.
Dupont said that, rather, he believed that the US power would endure and strengthen in the medium term but that European power would decline and be more difficult to reverse.
Recommended for you
Economic growth was weaker than expected, once again highlighting an economy largely sustained by population growth and government spending.
In this latest edition, Anna Shelley, CIO at AMP, shares the fund’s approach to current market conditions and where it continues to uncover key opportunities.
The mega fund has announced a $2.2 billion investment in a leading data centre platform, bringing its global real assets portfolio to nearly $60 billion.
In this latest edition, Australian Retirement Trust’s head of global real assets Michael Weaver explains the fund’s approach to finding new opportunities as it surpasses $300 billion in funds under management.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI Second Close
61.07 3 y p.a(%)
2
Spire Oaktree Opportunities XI First Close USD
59.21 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.73 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
30.15 3 y p.a(%)
5
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
26.71 3 y p.a(%)
