Global investing has rarely felt straightforward, but today’s environment is testing asset managers in new and demanding ways. Geopolitical tension, uneven growth, shifting rate expectations, technological disruption and evolving ESG demands are forcing a rethink not only of where capital should go, but also of how portfolios are built to withstand shocks without sacrificing long-term return poten...
The article presents a compelling case for the evolution of asset management in response to structural uncertainty, but it also reveals deeper patterns worth scrutinizing. At its core, the narrative advocates for a shift from rigid diversification models to more adaptive, active strategies—a reasonable response to market volatility. However, the emphasis on active management and alternatives raises questions about accessibility and cost. While institutions like Sanlam Private Wealth are democrat...