Overview

• 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.