A survey by Invesco reports that sovereign wealth funds and central banks managing about US$29 trillion in assets are increasing their focus on energy investments while also raising concerns about the US dollar. The study, published Monday, draws on responses from 90 sovereign wealth funds and 54 central banks. Across the respondents, the reassessment is linked to large, ongoing geopolitical changes and a push toward diversification. The report characterizes many portfolios as needing to remain resilient under stress—described as the ability to “take a hit and still hold it together”—suggesting an emphasis on balancing risk across asset classes. In addition to the reported pivot toward energy, the survey indicates that concerns about dollar-related exposure are part of the wider portfolio review. The sources do not provide specific target allocations or timelines, but they collectively point to a strategic adjustment in how these institutions plan to deploy capital, with energy seen as one of the areas to strengthen diversification efforts amid uncertainty.
Survey finds $29 trillion in sovereign wealth and central bank assets shifting toward energy
A survey by Invesco reports that sovereign wealth funds and central banks managing about US$29 trillion in assets are increasing their focus on energy investments while also raising concerns about the...
- A survey by Invesco examines asset allocations among sovereign wealth funds and central banks.
- Responses cover 90 sovereign wealth funds and 54 central banks managing about US$29 trillion.
- The survey says respondents are increasing focus on diversification.
- Energy assets are identified as a growing area of investment attention.
- The survey reports that some respondents flag concerns about the US dollar.
Sovereign wealth funds and central banks managing US$29 trillion in assets are turning to energy assets, and raising concerns about the dollar, in a portfolio reassessment driven by unprecedented geopolitical shifts, according to a survey published on Monday by independent global investment management firm Invesco. The survey of 90 sovereign wealth funds and 54 central banks showed an increasing focus on diversification, and investment portfolios that can “take a hit and still hold it together”...
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